BoardPro

This quick guide will help anyone new to BoardPro the Administrator or Board Secretary role. 

These articles and videos will provide you with a good understanding of key aspects of BoardPro including managing meeting workflows and how to manage your organisation effectively. ​

Managing your meeting workflows is important for running successful board meetings. These articles cover key milestones at various stages of the meeting cycle:

<a href="https://www.boardpro.com/training-for-administrators?__hstc=159550498.a46c642086363a234518b5bec47a6b42.1731632158850.1732241579872.1732248228212.9&amp;__hssc=159550498.34.1732248228212&amp;submissionGuid=8abe31a1-b669-4f8b-a32e-48719c2f1eb0" rel="nofollow noopener noreferrer" target="_blank">Meeting Cycle Overview </a>

<a href="https://help.boardpro.io/en/articles/376886-meeting-stages-and-flow">Overview of Meeting Stages</a>

<a href="https://help.boardpro.io/en/articles/1361191-introduction-to-smart-agenda-items">Automate regular tasks in the Agenda</a>

<a href="https://help.boardpro.io/en/articles/6987149-adding-late-documents-to-the-published-agenda">Add late papers to the Published Agenda</a>

<a href="https://help.boardpro.io/en/articles/3962424-email-the-draft-minutes">Distribute the Minutes for review</a>

<a href="https://help.boardpro.io/en/articles/1248272-scheduling-minutes-for-confirmation">Schedule Minutes to be confirmed</a>

<a href="https://help.boardpro.io/en/articles/1248180-confirming-previous-minutes">Confirming Minutes </a>

<a href="https://help.boardpro.io/en/articles/8262668-meeting-administrator">Update the 'Meeting Administrator' of future meetings</a>

1. <a href="https://www.boardpro.com/training-for-administrators?__hstc=159550498.a46c642086363a234518b5bec47a6b42.1731632158850.1732241579872.1732248228212.9&amp;__hssc=159550498.34.1732248228212&amp;submissionGuid=8abe31a1-b669-4f8b-a32e-48719c2f1eb0" rel="nofollow noopener noreferrer" target="_blank">Meeting Cycle Overview </a>
2. <a href="https://help.boardpro.io/en/articles/376886-meeting-stages-and-flow">Overview of Meeting Stages</a>
3. <a href="https://help.boardpro.io/en/articles/1361191-introduction-to-smart-agenda-items">Automate regular tasks in the Agenda</a>
4. <a href="https://help.boardpro.io/en/articles/6987149-adding-late-documents-to-the-published-agenda">Add late papers to the Published Agenda</a>
5. <a href="https://help.boardpro.io/en/articles/3962424-email-the-draft-minutes">Distribute the Minutes for review</a>
6. <a href="https://help.boardpro.io/en/articles/1248272-scheduling-minutes-for-confirmation">Schedule Minutes to be confirmed</a>
7. <a href="https://help.boardpro.io/en/articles/1248180-confirming-previous-minutes">Confirming Minutes </a> 
8. <a href="https://help.boardpro.io/en/articles/8262668-meeting-administrator">Update the 'Meeting Administrator' of future meetings</a>

It is essential to understand how to manage your organisation effectively. Here are some helpful links that will assist you: 

<a href="https://help.boardpro.io/en/articles/3343275-my-boardpro">Navigating your personal dashboard the Home Page</a>

<a href="https://help.boardpro.io/en/articles/8176284-what-is-a-committee">What is a committee?</a>

<a href="https://help.boardpro.io/en/articles/3343275-my-boardpro">Added to another board or committee?</a>

<a href="https://help.boardpro.io/en/articles/1371673-edit-organisation-settings">Align Internal Policy with Organisation Settings</a>

1. <a href="https://help.boardpro.io/en/articles/3343275-my-boardpro">Navigating your personal dashboard the Home Page</a>
2. <a href="https://help.boardpro.io/en/articles/8176284-what-is-a-committee">What is a committee?</a>
3. <a href="https://help.boardpro.io/en/articles/3343275-my-boardpro">Added to another board or committee?</a>
4. <a href="https://help.boardpro.io/en/articles/1371673-edit-organisation-settings">Align Internal Policy with Organisation Settings</a>

If you have any further questions, explore the <a href="https://help.boardpro.io/en/">Help Centre</a> or feel free to reach out to us on Live Chat anytime. Good luck!

<a href="https://help.boardpro.io/en/collections/3795474-administration-of-your-board-committee-account">General Administration of your Board/Committee Account</a>

<a href="https://help.boardpro.io/en/articles/4150525-live-training-webinars">Live Online Training</a> (<a href="https://help.boardpro.io/en/articles/4150525-live-training-webinars">Complimentary</a>)

Quick handover guide for new Administrators and Board Secretaries covering key topics to becoming a Board'Pro'

Manage Meeting Workflows

Manage Your Organisation