For Portal Members
Linking Your Zoom Account to Your Portal
After linking your Zoom account (free or paid) with your BoardSpot portal, your organization's admins can ensure the meetings you lead will use your Zoom account. This will ensure you can start/end the calls, and admit participants. This article explains how to link your Zoom account to your portal. Linking a free or paid Zoom account to your board portal is easy! Linking your Zoom account (these steps will be required only once): In the portal navigate to Zoom Integration uFew readersMeeting Packet
The BoardSpot meeting packet is a complete and polished agenda for meeting participants. This article explains the meeting packet features. Meeting Packets The blue Meeting Packet link is at the top of every meeting's page.Few readersThe Meetings Page
The Meetings list page displays a list of upcoming and past meetings for the viewer. All board members can easily navigate to the Meetings page and find their past and future meeting list. This article illustrates the visibility and access of this home page. The Meetings home page clearly lays out: The participant's upcoming meetings. The participant's past meetings. MeeSome readersA Specific Meeting's Page
A specific meeting's page displays all relevant information for that meeting. All board members can familiarize themselves with the meeting's details here. This article explains the meeting page access. The meeting page clearly lays out: The date and location of the meeting are displayed in a colored box at top. The meeting agenda and votes are highlighteFew readersCasting a Vote
Voting is an important role in board membership. BoardSpot's voting feature makes executing this responsibility both simple and speedy. This article will explain how to prepare for and cast a vote.Few readers
For Portal Administrators
Minutes Builder
BoardSpot's minutes builder tool is an easy way to jump-start your meeting minutes. If the Agenda Builder is used to create your meeting agenda, the Minutes Builder will pre-populate from that agenda for a low effort jump start on record keeping. This article describes how to use the Minutes Builder tool as well as how to upload minutes taken outside of BoardSpot.Some readersAgenda Templates
BoardSpot's agenda templates makes building an agenda even faster! Your Organization can create multiple board and committee agenda templates, or use the BoardSpot templates provided. This article spells out how to use BoardSpot's agenda templates.Some readersUsing the Zoom Integration
Using the BoardSpot Zoom integration to set up video calls for remote meetings is quick and easy! After linking your Zoom account with BoardSpot, a simple click generates a new video conference call link which is stored in BoardSpot and in Zoom. Any number of Zoom accounts can be linked to your organization's portal. This article explains how to set up a Zoom call for a meeting, and how members can link their Zoom account to the portal.Few readersCreating a new Meeting
The meeting's page displays all relevant information for that specific meeting. A meeting is visible to members of the committee once it is published. This article explains how to create a meeting and either save it as a draft meeting, or published meeting. Create a new meeting: As admin user, navigate to the Meetings pagFew readersRecurring Meetings
Recurring meetings are a time-saving way to set up a series of regularly occurring board or committee meetings. Recurring meeting invitations make it simpler and faster for meeting participants to block their calendars and avoid future conflicts. A recurring meeting series can include up to 12 instances. This article explains how to create a series of recurring meetings.Few readersHolding a Vote Between Meetings
Votes can be held outside of a regular meeting following a few simple steps. This article lays out how to action a vote that is not part of a normally scheduled meeting. Setting up a Vote Between Meetings: Click on the VFew readersA Meeting's Status
In BoardSpot you can create a single occurrence future meeting, a series of recurring future meetings, or a single occurrence past meeting. Both Upcoming and Past meetings go through two stages of creation - from Draft to Published. All Draft meetings are only visible to admins, and not visible to meeting participants. The status of the meeting is clearly shown on the meeting's page. This article will explain the meeting status visibility, access, and notifications.Few readersCreating and Holding Meeting Votes
Managing votes in BoardSpot is interactive and effective. Meeting participants can cast electronic votes, and then see vote outcomes documented clearly within BoardSpot. This article shares details on both creating a vote in BoardSpot, as well as running the voting process during a meeting.Few readersRecording Past Meetings
Recording past meetings in BoardSpot is an excellent way to ensure all records are in a single place for ease of access and future reference. Board and Committee members can review past meeting minutes as needed. Creating past meetings and uploading the minutes for those past meetings is simple and easy. This article describes how to create past meetings.Few readersSingle Occurrence, Recurring, and Past Meetings
There are three types of meetings that can be created in BoardSpot: A Single meeting, Recurring meetings, and Past meetings. This article explains the differences in these meeting types, and the ideal use of each. Single Occurrence Meetings Single occurrence meetings can be used for one time events that are not parFew readersCreating Custom Agenda Templates
Your Organization can create and save your own customized agenda templates - as many as you want! This helps make meeting prep faster and easier for every Admin! This article spells out how to create your organization's customized agenda templates.Few readersThe Status of a Meeting's Minutes
In BoardSpot meeting minutes can either be in a Draft status, or can be Published. Once the minutes are published, the document is visible to admins and meeting participants. Minutes being published does not notify meeting participants but an admin can optionally email the participants to notify them. The status of the minutes is clearly shown on the meeting's page in the "status" box. This article will explain the minutes status and notifications.Few readersCreating the Meeting Packet
The BoardSpot Meeting Packet feature is simple and automatic. This article will explain how to generate the packet, and the useful features of the meeting packet. Meeting Packets TFew readersThe Status of a Meeting Agenda
In BoardSpot meeting agendas can either be in a Draft status, or can be Published. Once the agenda is published it is visible to all meeting participants. Publishing an agenda allows the admin to email a notification to all participants. The status of the agenda is clearly shown on the meeting's page in the "status" box. This article will explain the agenda status and notifications.Few readersAgenda Builder
BoardSpot's agenda builder tool is an easy way to create your meeting agendas. With features such as topic duration times, outcome types, and presenter assignments your agenda materials will be comprehensive and professional. This article spells out how to use BoardSpot's agenda builder tool.Some readersHolding a Meeting and Meeting Follow Up
Using BoardSpot during and after a meeting will ensure you keep accurate and timely records. Board and Committee members can access these records during and after a meeting to follow along, or reference later. This article illustrates how Admins can use BoardSpot both during and after a meeting to make record-keeping easier and faster.Few readers