Hi! Its great to have you on a free trial with BoardPro. 😃
If you have a few minutes, you can proceed through these simple steps to get up and running in no time :
Add a Meeting
Compile your first Agenda
Build your first board pack
Upload historical documents into the repository
Tip! Recreate your LAST board meeting - this will be a good way to review the workflow of a meeting cycle in BoardPro from compiling the agenda to scheduling the minutes for confirmation.
Here is a quick (3-minute) overview to help you get oriented.
Add a Meeting
On the Meeting page, click 'Add Meeting' to start the process.
Enter the details of your meeting and add a meeting location that will be saved on your board account.
Compile your Agenda
Click on "Build Agenda" and make a selection based on a preferred BoardPro template. Select 'Best Practice Template' as this is your first time.
Edit the Agenda
After your selection the 'Draft Agenda' will open. The left-hand side panel contains the main agenda sections and agenda items.
A selected agenda Item will appear on the right-hand panel. You can edit the title, description, select a purpose, add a presenter and allocate an estimated time for each agenda item.
Add and remove sections and edit the agenda items to your suit your meeting requirements.
Upload a document to a particular agenda item.
You have the option to preview or send a notification of the draft agenda for approval or collaboration.
Publish the Agenda and build the Board Pack
When ready, you can 'Publish the Agenda'. BoardPro will automatically create and build a Board Pack for you. You have the option to preview, download or notify the board when you are ready.
If you need to make any additional changes to the agenda, you can still always edit a published agenda. When you are done with your changes simply republish it. This will incorporate your changes into the pack and you can have the option to notify the members whenever you are ready.
Minutes
Minutes can be taken in advance, added live during the meeting or taken after the meeting.
Draft Minutes - You can start to 'Take Minutes' when you are ready. You have the option to preview or send a notification of the draft minutes for approval or collaboration.
Minutes in Review - After you have finished capturing your minutes you can move onto doing some post meeting tasks. Note: you can still Edit Minutes during this stage.
Schedule the Minutes - Set the date for a future meeting where the minutes will be confirmed.
Upload historical documents into the repository
Start by adding your organisation’s constitution and policies.
You have unlimited data storage and can create any number of folders to upload all your historical meeting information and key governance documents.
You can link documents from the repository into your meeting agenda.
Any sensitive information you can restrict access to using board-only folders.
For more information on any of these step please see our articles found in the Help Centre (located under your Personal Menu) or sign up for one of our Live Training Webinars.