BoardSite
  • Features
    Board Intelligence

    Smart Meetings

    AI-powered meeting preparation and insights

    Meeting Intelligence

    Automatic transcription and smart summaries

    Meeting Management

    Meeting Viewer

    Centralized access to meeting materials

    Agenda & Minutes Builder

    Create agendas and generate minutes

    Online Voting

    Secure digital voting and records

    Document & Content

    Document Library

    Centralized document storage

    Discussions

    Threaded discussions and comments

    Organization & Tasks

    Board Evaluations

    Conduct board assessments and automated workflows

    Committees

    Organize committee work

    Tasks

    Track action items and follow-ups

    Member Directory

    Board member profiles and contacts

    Access & Security

    Mobile Apps

    iOS and Android apps

    Security

    2FA, audit logs, encryption

  • Use Cases
    By Organization Type

    Nonprofits

    Governance for charitable organizations

    Associations

    Professional and trade associations

    Startups

    Growing companies

    Small Business

    Affordable governance solutions

    By Board Size

    3-7 Members

    Small, agile boards

    8-15 Members

    Growing organizations

    15+ Members

    Enterprise solutions

  • Resources
    Learn & Grow

    BoardSite Academy

    Board governance training & certification

    Resources

    Board governance best practices

    Templates & Guides

    Downloadable board resources

    Support

    Customer Success Team

    Personalized help from experts

    Help Center

    Documentation and tutorials

    Migration Services

    Free help migrating platforms

  • Pricing
  • Partners
    Integrations

    Calendar Systems

    Google, Outlook, Apple

    Document Storage

    Google Drive, Dropbox, OneDrive

    Video Conferencing

    Zoom, Teams, Google Meet

    Partner Program

    Reseller Program

    Join our partner network

    Training Partners

    Certified governance consultants

    Technology Partners

    Integration partnerships

  • Request a Demo Log In Start Free Trial

Getting Started

5
  • Board Member: Getting Started Guide
  • How do I add Two-Factor Authentication?
  • How do I add a photo to my profile?
  • How do I stay updated with announcements?
  • How do I edit the welcome email?

Agendas & Minutes

2
  • How do I add an agenda for my meeting?
  • How do I record the minutes for a meeting?

Committees

3
  • How do I setup a committee within my board?
  • How do I restrict a member so they can only see committee content?
  • How do I add a member to a committee?

Documents

3
  • How do I add documents to my meeting for members to review?
  • How can I use documents to stay organized?
  • How do I add an attachment to a discussion?

Meetings

7
  • How do I add documents to my meeting for members to review?
  • How do I add an agenda for my meeting?
  • How do I install the Zoom app?
  • How do I use the Zoom app with BoardSite?
  • How do I schedule a new meeting?
  • How do I create a recurring event?
  • How do I send a meeting reminder?

Members

6
  • How do I restrict a member so they can only see committee content?
  • How do I add a member to a committee?
  • How can I view and edit members?
  • How do I remove a member?
  • How do I add new members?
  • How do I send the welcome email?

Votes

4
  • How do I create a vote?
  • How do I extend the voting deadline for a vote I already setup?
  • How do I send a reminder about an open vote?
  • How do I vote?

Integrations

3
  • How do I install the Zoom app?
  • How do I uninstall the Zoom app?
  • How do I use the Zoom app with BoardSite?

Login & Access

1
  • How do I access multiple organizations with my BoardSite account?
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Tasks

3
  • How do I add a new task?
  • How can I manage my tasks?
  • How do I mark a task complete?
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Organization

10
  • How do I view Announcements?
  • How do I stay updated with announcements?
  • How do I add a new announcement?
  • How can I manage email templates?
  • How do I remove a member?
  • How do I create an email template?
  • How do I edit the welcome email?
  • How do I Edit an Announcement?
  • How do I Edit My Profile?
  • How do I Manage Officers? Edit, Change, or Delete
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Discussions

6
  • How do I use discussions?
  • How do I create a discussion category?
  • How do I add a new discussion thread?
  • How do I view and respond to discussions?
  • How to edit an existing discussion category?
  • How can I change the font in discussions?
View Categories
  • Home
  • Docs
  • Organization

Organization

  • How do I view Announcements?
  • How do I stay updated with announcements?
  • How do I add a new announcement?
  • How can I manage email templates?
  • How do I remove a member?
  • How do I create an email template?
  • How do I edit the welcome email?
  • How do I Edit an Announcement?
  • How do I Edit My Profile?
  • How do I Manage Officers? Edit, Change, or Delete

BoardSite streamlines board governance for nonprofits and growing organizations with intuitive meeting coordination, document management, and collaborative tools.

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