Learning overview

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

7 modules
19 lessons
1 hr 18 min
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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. Play by Play

    How to enter Play by Play information for staff and board members

    3:38
  5. Entering Minutes

    Publishing, Manual Updates, and Fixing Published Agendas

    6:19
  6. Reports

    Agenda Forecasting Reports

    7:42
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
  2. Join Virtually

    Learn how to use the virtual join link.

    2:43
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
  3. Permanent URL

    Easy access to an agenda of your choosing

    4:55
Part 6

Videos

Learn all aspects of working with meeting minutes.

  1. Chaptering

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

    3:54
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