[VIDEO] How to Use the Agenda Builder Feature

Preparing for a board meeting includes a variety of tasks that can be very time consuming. The list of “to-do” items includes (but of course is not limited to) finding a date that works, determining a location for the meeting, communicating details to all of the invitees, and creating an agenda to make the time worthwhile. The good news is that our Boardable Meetings Center now allows you to access and accomplish each of those to-do tasks right in one place.

Here Is a 3-Minute Video of How Agenda Builder Works


See Inside Boardable’s Agenda Builder

Here is how to access and get started using our Agenda Builder tool. After you create your meeting inside the Meetings Center, you can build an agenda by adding items (as seen in the screenshot below). Alternatively, you have the option to select one of three default templates we have provided within the tool, or you can use a saved template from a previous meeting.

begin to build an agenda in Boardable.
As you add items to your agenda, you can assign them to a specific board member, assign a time duration, add a description, and even attach documents.

Agenda Builder Fields - Boardable

Share Agendas and Save Them As Templates

After you save your board meeting agenda, you can view and then share it as its own landing page or as a PDF. Boardable pulls in your logo and meeting details for the PDF that you can then send out to attendees prior to the board meeting.

In addition to being able to access those three default agenda templates we’ve provided, once you have created an agenda you’re happy with, you can save that meeting agenda as a template to reuse for your next meeting.

Use Meeting Agendas to Improve Board Engagement

During the meeting, each board member has the option to take personal notes right on the agenda document. Taking personal notes during the meeting ensures that board members are engaged and know exactly what they need to do before the next meeting.

Boardable board meeting agenda builder feature.

Need Help Building Board Meeting Agendas?

Not a Boardable user? Well, check out these Agenda Templates you can use as a stating to point to build out your next board meeting agenda:


RELATED: A Complete Guide to Board Meeting Agendas

Find out how we can make your nonprofit board more efficient and productive: Click below to schedule a demo with a member of our team.

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Try the Agenda Builder for yourself during your free trial.