How do I navigate the BoardWorks iPhone app?
The BoardWorks iPhone app uses a navigation bar located at the bottom of the screen.
The navigation bar provides quick access to:
M&E (Meetings & Events) – View meetings, events, and Board Books
Tasks – Access signature requests, voting, evaluations, and surveys
Documents – Access board and reference documents
Chats – Send and receive messages using BoardWorks Chat
More – Access your account, settings, alerts, and additional features
Tap any navigation item to open that section of the app.
What can I access from M&E?
The M&E (Meetings & Events) section is the primary location for accessing meeting-related content.
From M&E, you can:
View upcoming meetings and events
Open meeting details
Access Board Books
Review meeting materials
Join virtual meetings when available
What can I access from Tasks?
The Tasks section displays action items that require your attention.
Depending on your organization's configuration, Tasks may include:
Signature Requests
Voting
Evaluations
Surveys
A badge may appear on the Tasks icon when outstanding items require action.
What can I access from Documents?
The Documents section provides access to board-related and reference documents.
From Documents, you can:
View available documents
Access reference materials
Review board resources
What can I access from Chats?
The Chats section provides access to BoardWorks Chat.
From Chats, you can:
View conversations
Start new chats
Send messages
Share photos, videos, media, and files
For more information, see Using BoardWorks Chat on iPhone.
What can I access from the More section?
The More section contains additional account and application options.
Depending on your organization's configuration, you may have access to:
My Account
Board Selection
Alerts
Activity Feed
Vault
Profiles
Links
Settings
Help
You can also sign out of the BoardWorks app from this section.
What can I do next?
After becoming familiar with the BoardWorks iPhone app, you can:
Access meetings and Board Books
Review meeting materials
Annotate documents
Complete tasks, surveys, and evaluations
Sign documents
Use BoardWorks Chat
Switch between boards
Manage your account settings
For more information, see:
BoardWorks Initial Login - iPhone
Working with Meetings on iPhone
Using the Board Book on iPhone
Completing Tasks on iPhone
Signing Documents on iPhone
Using BoardWorks Chat on iPhone