Its great to have you on a free trial with BoardPro. 😃
Here is a quick (3-minute) overview to help you get oriented.
If you have a few minutes, you can proceed through these simple steps to get up and running in no time :
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.
Add a Meeting
Click 'Add Meeting' on the Meeting page 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 select based on a preferred BoardPro template. Select 'Best Practice Template' as this is your first time.
Edit the Agenda
After you select, the 'Draft Agenda' will open. The left-hand side panel contains the main agenda sections and agenda items.
The right-hand panel will display a selected agenda Item. You can edit the title and 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 suit your meeting requirements.
Upload a document to a particular agenda item.
You can preview or send a notification of the draft agenda for approval or collaboration. You can invite team members to collaborate directly on agendas within BoardPro, allowing them to update content or add documentation collaboratively before the meeting.
Publish the Agenda and build the Board Pack
When ready, you can 'Publish the Agenda'. BoardPro compiles a Board Pack for you. You can preview, download, or notify the board when you are ready. Remember that changes to the Board Pack don't automatically notify the Board.
You can send an email notification after republishing to ensure everyone stays informed about the updates. The Board will always see the most recently published version of the pack when they open it to view and take notes and can view changes with the track changes tool.
If you need to make additional changes to the agenda, you can always edit a published agenda. When you are done with your changes, republish it. This will incorporate your changes into the pack; you can notify the members whenever you are ready.
If updated content or board papers aren't visible to users, check that the meeting is in the 'Draft/published agenda' stage. For meetings in the 'Draft minutes' stage, you may need to roll back to make edits visible before republishing.
If changes are made to the Action list, ensure those updates are reflected in the Board Pack by republishing the agenda. When republishing, navigate to the Agenda Tab and select 'Republish'. This action recompiles the documentation, ensuring all your updates are applied and visible in the Board Pack.
Minutes
Minutes can be taken in advance and added live during or after the meeting.
Draft Minutes— When ready, you can start to 'Take Minutes. ' You have the option to preview or send a notification of the draft minutes for approval or collaboration.
Minutes in Review— After capturing your minutes, you can move on to post-meeting tasks. Note that 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 to your meeting agenda.
You can restrict access to sensitive information using board-only folders.