Tutorials

How to Add Multiple Users using a CSV File
Adding multiple users is much faster if importing from a spreadsheet.   Sample CSV File Step 1 Create a spreadsheet using Google Docs or Excel. ...
Tue, 31 Dec, 2019 at 9:05 AM
First Steps in getting started
After setting up their account, Super Admins can log in and start setting up their BoardSpace. 1. Click on ADD 2. Follow the steps outlined...
Fri, 27 Nov, 2020 at 11:41 AM
Quick Start Guide for Owners, Members, Stakeholders or Shareholders
Click on the link below to get started learning more about using BoardSpace as an owner, member, stakeholder or shareholder.  Link to Quick Start Guide ...
Wed, 22 Jul, 2020 at 4:34 PM
Understanding Navigation and Getting ready for the First Meeting
Navigation This is the main page for each board or committee.    On the left-hand side is the navigation for the main features. Menu - Clic...
Tue, 28 Jan, 2020 at 3:31 PM
Getting the minutes ready for a meeting
Users must be the recording secretary to prepare the minutes.  If the Create New Meeting button is bright orange, you are the recording secretary. ...
Wed, 29 Jul, 2020 at 12:06 PM
How to take minutes with BoardSpace
To begin the meeting.   1. Go To 2. Click on Recording secretaries (RS) will see a view of the SMART minutes that allows for edits to be ...
Mon, 8 Mar, 2021 at 12:20 PM
How to add a manager to a board
Who is considered a manager  Managers include position descriptions such as Property Manager, General Manager, CEO, Executive Director or Executive Assista...
Fri, 16 Apr, 2021 at 4:11 PM
How to Manage Tags
Super Admins and Board Admins can edit or merge tags.   This tutorial covers managing tags.   Once or twice a year it is a good idea to look over the t...
Tue, 21 Jul, 2020 at 7:14 PM
How to Find Documents
Go to Advanced search  search by document name or by a date range. Use the calendars to set dates.  Find by Meeting Date  Meetin...
Tue, 21 Jul, 2020 at 7:40 PM
An overview of BoardSpace Features for Directors, Officers & Managers
Where to login  Go to https://app.boardspace.co  or https://boardspace.co  Login button is in the top right corner. Features  Meeti...
Wed, 22 Jul, 2020 at 5:52 PM