Boardable Basics
Quick-start resources to run better board meetings.
Administrators: You’re in the right place! Scroll down to explore helpful guides and video tutorials.
Board Members: Visit the Board Member Academy to access training resources designed specifically for board members.
Video Tutorials
Streamline your account setup, meeting facilitation, and board rollout processes with step-by-step instructional videos.
Add Users to Your Account
Organization Settings
Admin Account Settings
Set Up Document Center
Send User Invites
Logging In for the First Time
Schedule a Meeting
Create Recurring and Multi-Day Meetings
Build an Agenda
Take Meeting Minutes & Notes
Boardable Spotlight Video Tutorial
Spotlight with Zoom Integration Video Tutorial
Use Minutes Maker Classic (Legacy Accounts)
Download the Mobile App
Create Polls
Create Tasks
RSVP to a Meeting - Members
Manage RSVPs - Admins
E-Signatures
Set and Track Goals
Create Reports
Board Packet Quick Print
What is the Professional Plan?
Upcoming Training Webinars
Sign up for free, live training sessions tailored to account administrators, board members, and everyone interested in improving the nonprofit board meeting experience.
Getting Started with Boardable
Wednesday, January 26, 2022 at 4:00 PM ET
This is a webinar for Boardable customer administrators on how to use the board management portal to the fullest extent. Get the best board engagement you’ve ever had with Boardable!
Getting Started with Boardable
Wednesday, February 2, 2022 at 1:00 PM ET
This is a webinar for Boardable customer administrators on how to use the board management portal to the fullest extent. Get the best board engagement you’ve ever had with Boardable!
Live Workshop: User Groups and Permissions in Boardable
Wednesday, February 2, 2022 at 1:00 PM ET
More conversation than training, this workshop about user permissions and roles is an opportunity to connect with other Boardable users and the Boardable team.
Additional Resources
Learn more about Boardable best practices, and see customer success stories.
Logging In
Getting Started
Complete Roll-Out Guide
The Boardable Virtual Meeting Toolkit
![[VIDEO] How to Use Boardable Spotlight](https://boardable.com/wp-content/uploads/yoast-thumbnail.png)
[VIDEO] How to Use Boardable Spotlight
Board Meeting Minutes: A Complete Guide and a Free Template
![[VIDEO] Adding and Managing Documents](https://boardable.com/wp-content/uploads/blog-preview-adding-and-managing-documents.jpg)
[VIDEO] Adding and Managing Documents
![[VIDEO] Professional or Essentials Plan?](https://boardable.com/wp-content/uploads/blog-preview-prof-plan-video-1.jpg)
[VIDEO] Professional or Essentials Plan?
![[VIDEO] Product Tour of Boardable](https://boardable.com/wp-content/uploads/blog-summary-boardable-product-tour-video.jpg)
[VIDEO] Product Tour of Boardable
Explore more resources such as video tutorials, webinar replays, case studies, ebook, and more!
Boardable has not disappointed
Boardable was the tool Futuro Health needed to effectively equip our Board of Directors with the information they needed for seamless board meetings. From an administrative perspective, Boardable is easy to use and templates for agendas and minutes make facilitating meetings a breeze. From a user perspective, members are able to easily access materials and participate in a paperless environment. I conducted a lot of research prior to adopting a board management tool, and Boardable has not disappointed.
Need technical help?
Visit our support help center for more detailed how-to articles.
