Administrators can create an Event in BoardWorks to schedule and share information that does not require an agenda. Events include a date, time, attendees, and optional attachments, but differ from meetings in structure and behavior.
Unlike meetings, events do not use agendas and offer built‑in options to send email notifications to attendees when the event is published.
How do Administrators create a new event?
Administrators can create a new event in one of the following ways:
Select Event from the Quick Add menu at the top of the screen, or
Select New from Meetings & Events and choose Event
This opens the Event creation wizard.
Step 1: Event Information
In the first step, Administrators define the basic details of the event.
An event can be created for:
A specific committee, or
All BoardWorks users
To configure the audience:
Select a committee from the Committee drop‑down list, or
Select All Users to invite all users in BoardWorks
Administrators also enter core event information such as:
Event title
Date
Time
Note: Additional users can be added or removed in the next step.
Once all required information is entered, select Add Attendees to continue.
Step 2: Attendees and email notification
The Event Attendees screen allows Administrators to manage participation for the event.
From this screen, Administrators can:
Add or remove attendees
Adjust group access
Add individual users if needed
Note: As with all email notifications, the subject and body text are visible to all recipients.
Sending an email notification
Events include an option to send an email notification to attendees when the event is published.
To enable email notification:
Select Send to all current attendees
When this option is selected, BoardWorks prompts Administrators to enter:
Email Subject
Email Body
Administrators can select:
Save to pause event creation and return later, or
Add Documents to proceed to the final step
Step 3: Attachments
Attachments can be added to an event and will be visible to attendees once the event is published.
To add an attachment:
Enter a File Title, which is the name displayed to attendees
Browse to the appropriate file
Select Upload
Multiple attachments can be added as needed.
Saving or publishing the event
After completing all steps, Administrators can:
Select Save to keep the event as a draft, or
Select Publish Event to publish the event and make it available to attendees
If email notifications were enabled, the notification is sent when the event is published.
Summary
Events do not use agendas
Events can target a committee or all users
Administrators can optionally send email notifications on publication
Attachments are supported
Only published events are visible to attendees