Tutorials

How to Add Multiple Users using a CSV File
Adding multiple users is much faster if importing from a spreadsheet.   Check out the definitions of user roles before adding users.  Sample CSV Fil...
Tue, 5 Apr, 2022 at 3:53 PM
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
Learning about the Meetings Page
Click on an image to enlarge it. Navigating the Meetings Page Top Navigation Menu Orange Meetings button indicates that we are on meeting...
Thu, 15 Dec, 2022 at 11:55 AM
Getting ready for a meeting
This lesson covers  creating a meeting for a specific date and time preparing the agenda preparing the minutes taking the minutes approving the minute...
Thu, 15 Dec, 2022 at 2:25 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 ...
Thu, 15 Dec, 2022 at 2:29 PM
How to add a manager to a board
Click on an image to enlarge it. Who is considered a manager? Managers include position descriptions such as Property Manager, General Manager, CEO, Execu...
Thu, 15 Dec, 2022 at 1:36 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
Click on an image to enlarge it.  Go to  Pinned Documents  Board Admins can choose specific documents to pin to the top of the Documents...
Thu, 15 Dec, 2022 at 1:12 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