Learning overview

The comprehensive learning course. (We are working on creating all training courses)

7 modules
15 lessons
59 min
Start Learning
Part 1

Home: What's On Your Plate

Learn how from the page you can quickly get a glimpse into what work is on your plate and take action.

  1. Overview

    A quick review of the information on the home page.

    1:23
  2. Assigned Inbox

    A quick glimpse into anything currently assigned to you.

    1:07
  3. My Tasks

    A list of all tasks currently assigned to you.

    0:54
  4. Mentions

    A list of topics where you have been mentioned in an editor comment.

    0:49
  5. Meetings

    A list of meetings available to run or join.

    2:01
Part 2

Topics

Learn all aspects of working with agenda topics.

  1. Signatures

    How to Request and Insert Signatures

    2:19
Part 3

Meetings

Learn all aspects of working with meetings.

  1. Board Managers

    Specify who is allowed to manage a meeting

    6:41
  2. Agenda Building

    Building, Reviewing, and Working on your Agenda

    7:09
  3. Agenda Publishing

    Publishing, Manual Updates, and Fixing Published Agendas

    6:04
  4. Entering Minutes

    Publishing, Manual Updates, and Fixing Published Agendas

    6:19
Part 4

Board Members

Watch and learn about all the functionality available to your board members.

  1. Board Portal

    Review agendas, take notes, and annotate over attached documents with ease.

    6:13
Part 5

Public Portal

Watch and learn how to utilize the public portal.

  1. Board Portal

    Review agendas, take notes, and annotate over attached documents with ease.

    6:13
  2. Public Portal

    Learn how the all new public portal functions

    4:55
Part 6

Videos

Learn all aspects of working with meeting minutes.

  1. Minutes Review

    Learn how to watch the video of the meeting while working on your minutes and even update chapter markers.

    3:33
Part 7

Processes

Learn all aspects of working with process and automation builders.

  1. Approval Processes

    Learn how to build and manage approval processes

    3:21