How do I open a meeting?
There are two ways to open a meeting in the BoardWorks iPad app.
Option 1: Open the Meeting Preview
The meeting preview provides access to meeting details, attendee information, and related resources.
Locate the meeting on the Home screen.
Tap the meeting title.
The meeting preview opens and displays information such as:
Meeting details
Attendee responses
Virtual meeting links (if available)
Access to meeting materials
Option 2: Open the Board Book
If you want to immediately review meeting materials, you can open the Board Book directly.
Locate the meeting on the Home screen.
Tap Open Book.
The Board Book opens and displays:
The meeting agenda
A list of agenda items and documents
Supporting meeting materials
Tip: Use the meeting title to access meeting details and attendee information. Use Open Book when you want to begin reviewing documents right away.
How do I join a Virtual Meeting?
If a virtual meeting link (URL) has been included with the meeting, you can join directly from the BoardWorks app.
Open the meeting preview.
Tap URL from the menu at the top of the screen.
Select the application you want to use, such as:
Microsoft Teams
Zoom
Webex
A web browser
If the Meeting Application Is Installed
The selected application opens automatically and connects you to the meeting.
If the Meeting Application Is Not Installed
Your iPad may prompt you to:
Join through a web browser, or
Download and install the application from the App Store
Tip: For the best experience, install any meeting applications you regularly use before the meeting begins.
How do I see who is attending a meeting?
You can view attendee responses at any time.
Open the meeting preview.
Tap Attendees from the menu at the top of the screen.
The attendee list shows each attendee's response status, including:
Accepted the meeting invitation
Declined the meeting invitation
Marked their attendance as Tentative
Note: Attendees are typically listed as Tentative until they respond to the meeting invitation.
What You Can Do Next
After opening a meeting, you can:
Review the Board Book and supporting documents
Join virtual meetings when available
View attendee responses and meeting participation
Access related meeting materials
Navigate agenda items and meeting content
For more information about reviewing meeting materials, see Using the Board Book on iPad.