Sample Board Training Agenda Pinned

Below is an outline of topics that may be reviewed during a 30-minute OnBoard board training session conducted by an OnBoard Activation or Adoption Specialist.

Accessing OnBoard

• Log in from a supported web browser or the OnBoard Meetings mobile app
• Use your organization’s available sign-in options
• Reset a forgotten password
• Use Face ID, fingerprint, or other biometric login options on supported mobile devices

Home Page Overview

• View upcoming and recent meetings
• Read announcements
• Review pending actions
• Access important resources
• Navigate to other areas of OnBoard

Using AI Assist

• Ask questions about accessible meetings and meeting materials to prepare for a meeting, ask strategic questions, locate content on a particular topic, ask follow-up questions and more.
• AI Assist only uses content the user has permission to access. Available content may vary by organization and OnBoard package. Learn more about AI Assist.

Meetings

• View and search upcoming, current, and past meetings
• Review meeting details and the agenda
• RSVP to an upcoming meeting
• Add a meeting to your calendar
• Join a remote meeting
• Open the meeting book and related materials

Navigating the Meeting Book

• Move between agenda sections and attached documents
• Search meeting materials for keywords
• Zoom in or adjust the document view
• Download or print materials when permitted
• Use AI Assist to summarize a document, agenda section, or meeting book
• Add private or shared annotations to meeting materials to support preparation and discussion.

Accessing the Resources Library

• Search for documents
• Make annotations and mark-ups
• Use AI Assist to ask, search and discover across resources

Directory and Profile

• View other members in the Directory
• Review available member profiles and contact information
• Update your own profile information
• Manage your password, authentication options, signatures, and notification email addresses

Help and Training Resources

• Open Help & Feedback from OnBoard
• Follow guided tutorials within the platform
• Search the Help Center for articles and videos
• Complete self-guided training in OnBoard Academy
• Contact Technical Support when additional help is needed

Additional Capabilities

Depending on your organization’s OnBoard configuration, training may also cover:

• Voting and approvals
• Electronic signatures
• Surveys and assessments
• Secure Messenger
• Tasks and action items
• Additional AI-powered meeting tools