Tasks – BoardSite Support

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Getting Started

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BoardSite Home
Getting Started

Getting Started

5

Board Member: Getting Started Guide
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?

Agendas & Minutes

2

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

Committees

3

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

Documents

3

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

Meetings

7

How do I add documents to my meeting for members to review?
How do I add an agenda for my meeting?
How do I install the Zoom app?
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?

Members

6

How do I restrict a member so they can only see committee content?
How do I add a member to a committee?
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?

Votes

4

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

Integrations

3

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

Login & Access

1

How do I access multiple organizations with my BoardSite account?

Tasks

3

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

Organization

10

How do I Manage Officers? Edit, Change, or Delete
How do I Edit My Profile?
How do I Edit an Announcement?
How do I edit the welcome email?
How do I create an email template?
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?
How do I view Announcements?

Discussions

6

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?

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

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