BoardWorks is organized into a simple to use menu on the left side of the portal that provide access to different functions across the platform. These menu items are always available and help users to quickly find tools they need.
Available menus in BoardWorks
Search – Use Search to find meetings, evaluations, documents, and other content across BoardWorks. Search helps users quickly locate information without navigating through individual menus.
Meeting & Events – Use Meetings & Events to manage board meetings and scheduled events.
Administrators can:
Create and schedule meetings and events
Manage meeting details, dates, and attendees
All users can:
Access past and upcoming meetings and events
Review meeting information and related materials
Admin – The Admin menu is available only to administrators and is used to manage users, committees, office groups and system settings.
Administrators can:
Create, disable or users
Run reports
Reset user passwords
Edit user account information
Manage user roles
Create committees and manage committee memberships
Create officer groups and manage officer group memberships
Manage Microsoft 365 and Docusign Integrations
Use remote wipe tools
Alerts – Use Alerts to communicate important information to users.
Administrators can:
Create and publish email notifications
Send announcements related to meetings, events, or system updates
Documents – Use Documents to manage and collaborate on board materials.
Users can:
Access the documents library
Collaborate on shared documents
Administrators can:
Create and manage signature requests
Control access to documents and workspaces
Evaluations – Evaluations is a flexible tool that administrators can use to create a wide range of board‑critical assessments and workflows.
Administrators can use Evaluations to create items such as:
D&O questionnaires
Surveys
Board and director performance evaluations
Voting and other decision‑support activities
Evaluations can be configured in a variety of ways, including:
Anonymous results
Conditional and follow‑up questions
Attached documents for review
Results can be viewed graphically (pie and bar charts), tracked over time, or exported from BoardWorks in various formats.
Surveys – Surveys allows administrators to create surveys and directors to respond to them. Surveys remains available to all clients in BoardWorks. For new surveys and more advanced evaluation needs, administrators are encouraged to use Evaluations, which offers expanded functionality and greater flexibility for configuring and analyzing results.
Voting – Use Voting to support formal board decision‑making.
Administrators can:
Create votes
Attach documents to a vote
Track and export voting results
Directors can:
Review voting materials
Cast votes within BoardWorks from the portal or mobile apps
Links – Use Links to provide quick access to external resources.
Administrators can add useful URLs for directors to access, such as external tools, reference sites, or related resources.
Profiles – Use Profiles to view and manage user information.
Directors and Administrators can:
View and edit their own profile
View the profiles of other directors
Administrators can:
View and edit anyone's profile