Getting Started

• How do I edit the welcome email?
• How do I stay updated with announcements?
• How do I add a photo to my profile?
• How do I add Two-Factor Authentication?
• Board Member: Getting Started Guide

Agendas & Minutes

• How do I record the minutes for a meeting?
• How do I add an agenda for my meeting?

Committees

• How do I add a member to a committee?
• How do I restrict a member so they can only see committee content?
• How do I setup a committee within my board?

Documents

• How do I add an attachment to a discussion?
• How can I use documents to stay organized?
• How do I add documents to my meeting for members to review?

Meetings

• How do I send a meeting reminder?
• How do I create a recurring event?
• How do I schedule a new meeting?
• How do I use the Zoom app with BoardSite?
• How do I install the Zoom app?
• How do I add an agenda for my meeting?
• How do I add documents to my meeting for members to review?

Members

• How do I send the welcome email?
• How do I add new members?
• How do I remove a member?
• How can I view and edit members?
• How do I add a member to a committee?
• How do I restrict a member so they can only see committee content?

Votes

• How do I vote?
• How do I send a reminder about an open vote?
• How do I extend the voting deadline for a vote I already setup?
• How do I create a vote?

Integrations

• How do I use the Zoom app with BoardSite?
• How do I install the Zoom app?
• How do I uninstall the Zoom app?

Login & Access

• How do I access multiple organizations with my BoardSite account?

Tasks

• How do I mark a task complete?
• How can I manage my tasks?
• How do I add a new task?

Organization

• How do I Manage Officers? Edit, Change, or Delete
• How do I Edit an Announcement?
• How do I Edit My Profile?
• How do I create an email template?
• How do I edit the welcome email?
• How do I remove a member?
• How can I manage email templates?
• How do I add a new announcement?
• How do I stay updated with announcements?

Explore More

Discussions

• How can I change the font in discussions?
• How to edit an existing discussion category?
• How do I view and respond to discussions?
• How do I add a new discussion thread?
• How do I create a discussion category?
• How do I use discussions?