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Getting Started in BoardPro
Getting Started with your Free Trial
Getting Started with your Free Trial

A recommended plan for your Free Trial

Kim Thibault avatar
Written by Kim Thibault
Updated over a week ago

Hi!  Great to have you on a free trial with BoardPro. 😃 

Here is a quick 10 minute video that will give you an overview of how to get going. 

Add a Meeting

On the homepage, click on the green Add Meeting button to add your first meeting.


Enter a title, date, start and close time plus the location of where the meeting will be held.   

One suggestions is to use the LAST meeting of your board as a good starting point - so that you can see how BoardPro manages a Meeting, the Attendees, Agenda, Board Pack and Minutes. 

Meeting page

After adding the Meeting, you arrive on the "Meeting Page", which you can learn more about here:  The Meeting Page

Build an Agenda

Click on the green "Build Agenda" button in the top right and this will build your first agenda, based on BoardPro's best practice template.  

Edit the Agenda

Once you have made your selection the agenda will open. On the left-hand side are the agenda items and on the right-hand side is the detail of that agenda item. 

  • When you click on an Agenda Item the corresponding card opens on the right. Add a title, a purpose, a presenter and set the estimated time this agenda item will need.

  • You can also Edit the agenda to suit the organisational needs.

  • Before publishing you have the options to preview, download or send an Email notification of the draft agenda for approval or collaboration.

Publishing the Agenda and the Board Pack

When it is time for Publishing the Agenda, BoardPro will automatically create your Board Pack for you.

As with the agenda you have the options to preview, download or Email the Board Pack to the Board members.

If you realize that you need to make any additional changes to the agenda, not to worry as you can still Edit a Published Agenda and then republish it again. This will create a new board pack which you can then choose to email out again to members or not.


From the published agenda you can go onto:

  1. Draft Minutes -where you can Take Minutes 

  2. Minutes in Review -After you have Finished your Minutes you can move onto doing the Post Meeting Tasks. Note: you can still Edit Minutes during this stage

  3. Confirming Minutes -set the date at a future meeting when the minutes will be confirmed. Once the minutes are confirmed you cannot reverse them.

For more information on any of these steps please see our articles found in the Help Centre (located under your Personal Menu) or sign up for one of our Live Training Webinars.

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