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This article explains how Evaluations are used in BoardWorks to collect structured feedback from board members and other participants.

Evaluations

Surveys

This article explains how Voting is used in BoardWorks to collect formal decisions from Directors and other participants.

Voting provides a simple and structured way to gather responses on a…

Voting

Learn how to create and manage Evaluations, Surveys and Voting in BoardWorks

Evaluations, Surveys and Voting

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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