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BoardBook Premier Quick Reference Sheet

Training and Support Resources for BoardBook Premier

Below you'll find that our support materials are listed in sections by subject or general category:

Foundation Videos: These videos will give you a basic understanding of some key concepts that will appear in numerous other videos:

Creating the Meeting:

Working with the Agenda:

Meeting documents:

Releasing the Meeting:

Holding the Meeting:

After the Meeting:

Other Subjects:

Working with Meeting and Report Templates

Working with Committees and Permission Groups

Committees, and Permission Groups, which are sometimes collectively called units, give you ways to identify groups that have their own meetings and or manage access to attachments and documents based on membership in the Committee or Permission Group.

Working with Users

Once you have a good feel for adding and managing Meetings and Agendas, it’s time to work with your users:

Tier 2 Features

Certain features within BoardBook Premier are exclusive to Tier 2.  These include Goals Tracking, Online Documents and Policies, and Organizational Branding. Please review these handouts: