Tips & Tricks
Share with other Boards how your team has used OnBoard creatively.
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6 Intelligent Assistant Queries To Make Things Easier
- Customer Education
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Annotations
- Brad McDonald
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Options for Running OnBoard on a Mac
- Customer Education
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Customizing the Display Order of Resource Folders with Naming Conventions
- Customer Education
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Uploading documents from shared cloud storage (SharePoint & Dropbox)
- Customer Education
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Create a Custom Agenda Style
- Customer Education
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Taking Minutes While Presenting in OnBoard
- Customer Education
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How do you make a participant a contributor?
- Sherry Brown
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Use Your Last Meeting As Practice
- Customer Education
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Creating and Utilizing an Admin Group
- Customer Education
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Adding Historical Roles & Terms Data for Past Members
- Customer Education
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Assisting New Users with Activating Their Account
- Customer Education
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How to Manage Meeting Guests
- Customer Education
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Permissioning Announcements and Creating Multiple Announcement Sections
- Customer Education
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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
- Customer Education
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Best Decision
- Rafi Mohammed
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Extended to 20 committees+sub-committees
- Dorian Rachubinski
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Getting our (nonprofit) board members on board with OnBoard
- Nicky Ducommun
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Group Training Session with follow on "white-glove" service
- Daniel Rugg
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How Can Admins Get Board Members to Respond and Accept Their Invitations?
- John Miller
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Marilyn Avalos, Director Strategic Planning
- Marilyn Avalos
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