Navigating the Homepage

Customer Education
Customer Education
  • Updated

OnBoard's Homepage your organization's customizable landing page. It is where you can quickly access your most recent Meetings and Actions awaiting your response.

You can also review Announcements and access important Resource documents.

Read below to learn more about navigating the Homepage.

Accessing the Homepage

If the Homepage is set as the organization’s landing page, the Homepage will open when logging into the organization.

To access the Homepage when viewing another section of OnBoard, select Home from the navigation bar.

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Meetings on the Homepage

The top of the Homepage will display your Current or Next Meeting.  

  1. Easily access to the Meeting Book with the Open Book button.
  2. Review the Meeting Details and Agenda with the View Agenda Button.
  3. Launch the remote meeting with the Join Remote, Join Teams, or Join Zoom button.
  4. RSVP with the RSVP dropdown.

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Navigate between the Current or Next Meeting and the Last meeting with the arrows on the top right of the panel.

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If the Meeting Minutes are visible in the Last Meeting, they can be accessed with the View Minutes button. 

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Other upcoming meetings will be displayed below the Current or Next Meeting. Use the Open Book or View Agenda buttons to review the meeting book or meeting details.

To view the full list of meetings, select the caret button.

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Actions Awaiting Response

The Awaiting Response panel is to the right of the meetings on the Homepage. This displays any Actions (Approvals, Surveys, eSignatures, Assessments, Questionnaires) that are awaiting your response

Select the action to access it.

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Once an action is complete or submitted, it will be removed from the list.

The panel will display “No Incomplete Actions” if there are no Actions awaiting a response.

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NOTE: If you do not have any Actions included in your Plan, the Awaiting Response panel will not be displayed.

Additional Homepage Information - Announcement & Resources

Below your Meetings and Actions awaiting your response, you may find important Announcements and links to important Resource documents.

Announcements

A good way to think of Announcements is that they'll replace anything that you would typically receive via mass email. Some examples are fundraiser reminders, event updates, or articles about your fellow members, directors, or trustees.

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When Announcements are posted, you may receive an email or push notification on the phone or tablet app. Click or tap from the notification to access the OnBoard Homepage. Or, log into OnBoard at any time to review your Announcements.

Resource Links

Organization Admins can link important Resource documents to the Homepage. These are documents that can also be found in the OnBoard Resource library. However, when posted on the Homepage, you can easily access these documents by clicking or tapping on them directly from the Homepage.

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