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Switching Between Boards on iPad

This article explains how to switch between boards in the BoardWorks iPad app if you have access to multiple boards. Directors with access to more than one board are often referred to as multi-boarded Directors.

How do I switch between boards?

If you have access to multiple boards, you can switch between them from the Main Menu.

To switch boards:

  1. Tap the Menu icon in the upper-left corner of the screen.

  2. Locate the board selector below your name.

  3. Tap the currently selected board name.

  4. Select the board you want to access.

The BoardWorks app automatically updates to display content for the selected board.

What happens when I switch boards?

When you switch boards, BoardWorks updates the content displayed throughout the app.

The following information updates based on the selected board:

  • Meetings and events

  • Board Books

  • Documents and reference materials

  • Tasks, including voting, surveys, and evaluations

Each board maintains its own meetings, materials, and activities.

What should I know about multi-boarding?

If you are a multi-boarded Director:

  • You can access multiple boards using a single BoardWorks account.

  • You can switch between boards at any time without signing out.

  • Your profile and account settings remain the same across boards.

  • The selected board determines the content displayed throughout the app.

What can I do next?

After switching boards, you can:

  • Open meetings and review Board Books

  • Access documents and reference materials

  • Complete tasks, surveys, and evaluations

  • Join virtual meetings

  • Review board-specific content and activities

For more information, see:

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