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How to Navigate the Board Pack in BoardPro - new UI

Learn how to move through and interact with the Board Pack in BoardPro

Mike Patterson avatar
Written by Mike Patterson
Updated over a month ago

About the Board Pack

BoardPro’s Board Pack is designed to help board members efficiently prepare for upcoming meetings. It follows a consistent structure and includes navigational tools to make moving between the agenda and associated documents easy.

Structure of the Board Pack:

  • Cover Page – Displays the meeting name and date

  • Index Page – Lists all attached documents in order

  • Meeting Agenda – Outlines the structure and flow of the meeting

  • Attached Documents – Supporting materials linked to each agenda item

Cover Page

The cover page appears at the beginning of the Board Pack and includes:

  • The name and date of the meeting

  • Organisation branding or logo (if enabled)

Index Page

The index page functions as a directory, providing a quick overview of all documents included in the Board Pack. It displays:

  • Agenda Item Number + Document Sequence – For example, "2.1a"

  • Document Title – The name of the file or agenda item

  • Board Pack Page Number – Helpful for those using printed copies

Note: Document titles in the index and agenda are clickable links that directly lead to the corresponding document within the Board Pack.

Agenda

The meeting agenda appears immediately after the index page.

  • Each agenda item includes any associated documents.

  • These linked documents allow you to jump directly to them with a single click.

Attached Documents

Following the agenda, you’ll find all supporting documents:

  • Documents are ordered according to their position in the agenda.

  • This structure ensures a logical flow for board members reviewing the meeting materials.

Navigation Aids

While you are reviewing your board pack, you will see navigation tools to help you stay oriented while reviewing materials:

  • Top Left Corner: Displays the meeting title and meeting date.

  • Top Right Corner: Shows the agenda item number the document relates to.

    • Tip: Click the agenda item number to return directly to that agenda section.

These features ensure you can easily move between agenda items and their supporting documents.

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