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Customer Feedback & Support for Board Management

Welcome to the Board Management Customer Feedback and Support Portal! Using this simple online help section, you can get answers to your most frequent questions about our tool, get the most out of Board Management for your Board of Directors, as well as provide us with any feedback or suggestions on issues or updates you think we should make. 

Thank you for using Board Management and helping your Board of Directors operate as effectively as possible!

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Recently updated ideas

Knowledge Base

  1. Calendar & Events →

    1. How to Add a New Event
    2. How to Add a Recurring Event
    3. How to Add an Agenda to a New Event
    4. How to Edit an Existing Event
    5. How to Add Files to a New Event

  2. Dashboard →

    1. How to Navigate the Dashboard

  3. Files & Folders →

    1. How to Delete a File
    2. How to Download a File
    3. How to Create a Folder for Files
    4. How to Add Files to Your Account

  4. Members & Committees →

    1. How to Add a New Member
    2. How to Delete a Member
    3. How to Add a New Committee
    4. How to Add/Remove a Member to a Committee
    5. How to Edit the Permissions of Groups

  5. Messages →

    1. How to Post a New Message
    2. How to Notify Members of a New Message
    3. How to Reply to a Message
    4. How to Attach Files to a New Message
    5. How to Attach Files to an Existing Message

  6. Tasks →

    1. How to Create a Task List
    2. How to Add a New Task
    3. How to Mark a Task as Complete
    4. How to Edit a Task
    5. How to Comment on a Task

  7. Your Board's Account →

    1. How to Edit Your Board's Information
    2. How to Upgrade Your Account
    3. How to Cancel Your Association's Account
    4. How to Update/Add Billing Information

  8. Your Profile →

    1. How to View Your Profile
    2. How to Edit Your Profile
    3. How to Change Your Password
    4. How to Change My Email Address?

  9. All articles →

    1. How to Navigate the Dashboard
    2. How to Add a New Event
    3. How to Post a New Message
    4. How to Delete a File
    5. How to Add a New Member
    41 articles →

Feedback and Knowledge Base

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