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Andrew Sompels

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Actividad reciente de Andrew Sompels

  • Create a Custom Agenda Style

    OnBoard allows you to choose between five pre-set agenda styles with different numbering and ordering. Selecting one of these options will apply this agenda style to all the meetings in your org...

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  • February 2024: "Why You Need" Webinars, Boardroom Insights Survey, and Customer Spotlight

    February has been a great month so far here at OnBoard. We've hosted group trainings, kicked off a new webinar series, and, in the spirit of Valentine's Day this week, we've continued to see succe...

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  • January 2024: Happy New Year - Share the Love!

    We are so excited about 2024 here at OnBoard, and we hope you are, too. Come along for the ride, and see below for the latest updates, opportunities, and resources! OnBoard is starting off the ye...

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  • Taking Minutes While Presenting in OnBoard

    If you are responsible for presenting the meeting materials during the meeting while also capturing the meeting minutes, you can do both simultaneously in OnBoard . You can log into the same OnBoar...

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  • Use Your Last Meeting As Practice

    If your organization is just getting started with OnBoard, you may not have meeting materials to add for an upcoming meeting. What many customers do, and what we recommend, is to recreate your most...

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  • Admin Groups for Permissions

    If you have multiple Admins managing meetings in OnBoard, creating and utilizing an Admin Group can be useful.  Creating an Admin Group gives you and your fellow portal Admins administrative access...

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  • Adding Historical Roles & Terms Data for Past Members

    Many organizations have historical Roles & Terms data for Members, Directors, and Trustees that are no longer with their organization.  It is possible to enter this historical Roles & Terms data in...

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  • December 2023: Mobile App Meeting Updates and End of Year Promotion

    Happy Holidays! Can you believe 2024 is right around the corner? Whether you observe a holiday, or are simply celebrating the end of the workweek, we hope you take time to both enjoy and recharge ...

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  • November 2023: End of Year Promotion, Top Tips and 2024 Product Updates Webinars, and Watermarking

    Subscribers: Buy 5 Get One Upcoming meetings? Make sure everyone in attendance has access to OnBoard! Now is a great time to add subscribers to your package. For every 5 subscribers you purchase,...

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  • October 2023: Engagement, Minutes, and Building Strong Boards Webinars + Customer Spotlight

    Board Member Engagement Webinar Did you miss September's webinar on "Top Tips for Board Member Engagement?" Did you miss our webinar last month, "Top Tips for Board Member Engagement?"We know the s...

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