OnBoard Homepage Overview

What is the Homepage?

The OnBoard Homepage is your organization’s customizable landing page. It provides quick access to:

• Recent Meetings
• Actions awaiting your response
• Announcements
• Important Resource documents

The Homepage is the first page you see when logging into OnBoard (if set as your organization’s landing page). It serves as a central hub for meetings, tasks, and updates.

How do I Access the Homepage?

• When logging in: If the Homepage is your landing page, it opens automatically.
• From another section: Click Home in the navigation bar to return to the Homepage.
   

Using AI Assist to Find Meeting Information

How Do I Use AI Assist to Learn About Meetings?

Ask AI Assist About Your Meetings

1. Type your question in the Ask about meetings & materials box on the Homepage.
2. Or, open AI Assist using the AI Assist widget in the bottom-right corner of the page, or from the navigation menu.
3. Ask a question about a meeting or meeting materials.

• "When is my next meeting, and where is it?"
• "When was the last Audit Committee meeting?"
• "Who is presenting at the next Finance Committee meeting?"
• "Summarize the meeting book for the upcoming Board meeting."

View and Access Meetings

What Meeting Information Can I Access from the Homepage?

At the top of the Homepage, you’ll see your Current or Next Meeting panel. Here’s what you can do:

1. Open Meeting Book: Select the Open Book button in the bottom left of the panel.
2. View Agenda: Select the View Agenda button in the bottom right.
3. Join Remote Meeting: Select Join Remote, Join Teams, or Join Zoom below the meeting location.
4. RSVP: Select from the RSVP dropdown to the right of the join button.

5. Navigate Meetings: Use the arrows in the top right of the panel to switch between Current, Next and Last Meeting.

6. View Minutes: If available for the Last Meeting, select View Minutes at the bottom right of the panel.

7. See Upcoming Meetings: Scroll down to the next section for other Meetings, and use the Open Book or View Agenda buttons at the bottom of each Meetings panel for details.
8. Full Meeting List: Click the caret button to the right of the section to view all Meetings.

Responding to Actions

What is the Awaiting Response Panel?

The Awaiting Response panel, to the right side of the Homepage, shows pending Actions such as:

• Approvals
• Surveys
• eSignatures
• Assessments
• Questionnaires

To respond:

1. Click an Action from the list.
2. Complete or submit it.
3. Once done, it disappears from the list.

Viewing Announcements

What Are Announcements Used For?

• Fundraiser reminders
• Event updates
• Member or Trustee news
• Other organizational communications

How Am I Notified About New Announcements?

You may receive:

• An email notification
• A mobile push notification

Accessing Resource Links

What are Resource Links?

FAQs

What is the Homepage used for?

• The Homepage is your central hub for Meetings, Actions, Announcements, and Resources. It helps you stay organized by showing upcoming Meetings, pending tasks, and important updates all in one place.

Can AI Assist find meetings for me?

• Yes. AI Assist can help you find past, current, and upcoming meetings by meeting name, group, or date. It can also provide links to matching meetings when available. 

How do I join a remote meeting from the Homepage?

• Click Join Remote, Join Teams, or Join Zoom on the meeting panel under your Current or Next Meeting section. Choose the button for the platform your Meeting uses.

Why don't I see the Awaiting Response panel?

• You have no pending Actions or your plan doesn’t include Actions. The panel only appears when there are incomplete tasks assigned to you.