Tips & Tricks
Share with other Boards how your team has used OnBoard creatively.
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Resources from Top Tips for 2026 Webinar
- Jess Schillo
- Redigeret
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How to Create Two-Day and Multi-Day Meetings in OnBoard
- Missie Rinehart
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Adding the Meeting Phone Number to Remote Meeting Details (Teams Integration)
- Andrew Sompels
- Redigeret
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Recording Votes: Approvals vs. Motions in Minutes
- Kaitlyn Murray
- Redigeret
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Managing Meetings with Executive Sessions
- Micha Moore
- Redigeret
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Make the Most of OnBoard Between Meetings
- Andrew Sompels
- Redigeret
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Leveraging Skills Tracking for More Than Just Skills
- Andrew Sompels
- Redigeret
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Driving Board Engagement: Resources
- Lori Farrell
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Meeting Templates and Meeting Duplication
- Andrew Sompels
- Redigeret
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Benefits of Remote Meeting Configurations
- Andrew Sompels
- Redigeret
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Minutes AI: Options for Recording and Transcribing In-Person Meetings
- Andrew Sompels
- Redigeret
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6 Intelligent Assistant Queries To Make Things Easier
- Andrew Sompels
- Redigeret
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Annotations
- Brad McDonald
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Options for Running OnBoard on a Mac
- Andrew Sompels
- Redigeret
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Customizing the Display Order of Resource Folders and Files with Naming Conventions
- Andrew Sompels
- Redigeret
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Uploading documents from shared cloud storage (SharePoint & Dropbox)
- Andrew Sompels
- Redigeret
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Create a Custom Agenda Style
- Andrew Sompels
- Redigeret
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Taking Minutes While Presenting in OnBoard
- Andrew Sompels
- Redigeret
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How do you make a participant a contributor?
- Sherry Brown
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Use Your Last Meeting As Practice
- Andrew Sompels
- Redigeret
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Admin Groups for Permissions
- Andrew Sompels
- Redigeret
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Adding Historical Roles & Terms Data for Past Members
- Andrew Sompels
- Redigeret
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Assisting New Users with Activating Their Account
- Andrew Sompels
- Redigeret
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How to Manage Meeting Guests
- Andrew Sompels
- Redigeret
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Permissioning Announcements and Creating Multiple Announcement Sections
- Andrew Sompels
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eSignature Use Case: One Completed Document Per Signer
- Jenni Washington
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Calendar - Scheduling Member Availability
- Colleen Bryan
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Table of Contents for a board book
- Emily Reynolds
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Managing Voting and Non-Voting members in the same Committee/Board.
- Brian Martin
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Including Committee Meeting Materials in Your Board Meeting
- Andrew Sompels
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