WEBINAR REPLAY: Boardable Admin Training

If you’re an admin in the Boardable app, you have special permissions and abilities in the software. This Boardable administrator training webinar hosted by Customer Success Director  Manager Laura Clark reviews the best practices and recommendations for making the most of the portal. If you are a Boardable user rather than an admin, you can find our User Training Webinar here.

Admin Training Webinar


Here are some of the topics covered in the training webinar:

  • Add and invite users
  • Create Groups
  • Set up a meeting and test our Scheduler tool
  • Add documents
  • Use our Agenda Builder and save templates
  • Create minutes
  • Assign tasks and create follow-up meetings
  • Start a Discussion or Poll
  • Sync calendar
  • Learn how to encourage board adoption and engagement

Have ideas for a future training webinar? Contact our Customer Success Team and tell us what you’d like to learn about! We learn so much from our software users about how to develop the product, and appreciate your feedback.


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