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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.

Board Member Academy

Join Boardable and Devon from West Cecil Health Center on June 16 at 2PM ET for a 30-minute discussion about how to improve board adoption, with a special focus on how Devon successfully migrated her board to Boardable while meeting remotely.
Count me in

Video Tutorials

Streamline your account setup, meeting facilitation, and board rollout processes with step-by-step instructional videos.

Set-Up
Meetings
Rollout
Advanced
Add Users to Your Account

Add Users to Your Account

Organization Settings

Organization Settings

Admin Account Settings

Admin Account Settings

Set Up Document Center

Set Up Document Center

Send User Invites

Send User Invites

Logging In for the First Time

Logging In for the First Time

Schedule a Meeting

Schedule a Meeting

Create Recurring and Multi-Day Meetings

Create Recurring and Multi-Day Meetings

Build an Agenda

Build an Agenda

Take Meeting Minutes & Notes

Take Meeting Minutes & Notes

Boardable Spotlight Video Tutorial

Boardable Spotlight Video Tutorial

Spotlight with Zoom Integration Video Tutorial

Spotlight with Zoom Integration Video Tutorial

Use Minutes Maker Classic (Legacy Accounts)

Use Minutes Maker Classic (Legacy Accounts)

Integrate Calendars

Integrate Calendars

Download the Mobile App

Download the Mobile App

Create Polls

Create Polls

Create Tasks

Create Tasks

RSVP to a Meeting - Members

RSVP to a Meeting - Members

Manage RSVPs - Admins

Manage RSVPs - Admins

E-Signatures

E-Signatures

Set and Track Goals

Set and Track Goals

Create Reports

Create Reports

Board Packet Quick Print

Board Packet Quick Print

What is the Professional Plan?

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 board meeting experience.

Customer Success Webinar: Improving Board Adoption

Wednesday, June 16, 2021 at 2:00 PM ET

Change is hard–especially when it comes to changing technology for your board. To be successful at change management, you’ll need to balance your excitement for a new system with transition expectations.

Count me in!

Encore Webinar: Improving Board Adoption

Friday, June 25, 2021 at 2:00 PM ET

Change is hard–especially when it comes to changing technology for your board. To be successful at change management, you’ll need to balance your excitement for a new system with transition expectations.

Count me in!

Additional Resources

Learn more about Boardable best practices, and see customer success stories.

Logging In

Logging In

Ready to log in to your Boardable Account? Follow the steps in this guide to log in the first time.
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Getting Started

Getting Started

Ready to jumpstart your new board management software? It's easy to set up, build, and roll out your Boardable account. We've got you covered in five simple steps.
DOWNLOAD
Complete Roll-Out Guide

Complete Roll-Out Guide

Use this downloadable ebook for everything you need for a successful rollout of Boardable at your organization.
DOWNLOAD
The Boardable Virtual Meeting Toolkit

The Boardable Virtual Meeting Toolkit

If you're planning to conduct a virtual board meeting soon, Boardable has the tools needed to help you be successful. Read other tips for making your virtual meeting productive here.
READ MORE
[VIDEO] How to Use Boardable Spotlight

[VIDEO] How to Use Boardable Spotlight

Boardable Spotlight gives nonprofit organizations the tools needed to have more fun, focused, and productive meetings whether they are virtual, in-person, or a combination of the two. Watch how it works!
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Board Meeting Minutes: A Complete Guide and a Free Template

Board Meeting Minutes: A Complete Guide and a Free Template

Board meeting minutes serve many purposes and are an official record of your meetings. Learn all about effective board meeting minutes with this guide.
READ MORE
[VIDEO] Adding and Managing Documents

[VIDEO] Adding and Managing Documents

Learn how to add and manage documents in your Boardable Document Center with this short video and other support resources. Easier information sharing is just a click away!
READ MORE
[VIDEO] Professional or Essentials Plan?

[VIDEO] Professional or Essentials Plan?

Watch a short video about the difference between the Professional and Essentials plans in Boardable. We have the tools you need for success at any level!
READ MORE
[VIDEO] Product Tour of Boardable

[VIDEO] Product Tour of Boardable

This product tour video of Boardable nonprofit board engagement and accountability software shows the features designed to streamline board management.
READ MORE

Explore more resources such as video tutorials, webinar replays, case studies, ebook, and more!

Discover Boardable Resources

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.
Tessa Miley
Futuro Health

Need technical help?

Visit our support help center for more detailed how-to articles.

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