TABLE OF CONTENTS
I. Microsoft Teams Integration
To use Microsoft Teams with a Boardable Meeting, it’s necessary to log in via the Microsoft account.
Microsoft Teams cannot be used with a Boardable meeting while logged in with the Boardable username and password.
Instead, it’s necessary to access Boardable via the Microsoft login option.
Only a Microsoft account at the same email address as the Boardable login address can be used to add Microsoft Teams to a meeting. If the Boardable login address does not match the Microsoft account address, this feature cannot be used. To learn how to update the login address, please see Related Articles.
To add Teams to a Boardable meeting:
Log out if currently logged in, and return to login screen
Click Microsoft beneath Log in with...
Submit Microsoft username, Microsoft password, and Microsoft 2FA code if prompted
Open new meeting form
To learn how to do this, please see Related Articles
Complete title, date, and other fields as wanted
Click 3 — Location & Video
Click Other Video
Video conferencing provider defaults to Microsoft Teams
Click Create Meeting
Meeting page is created
Teams link is generated from account used for log in; this link is opened by Join Meeting button on meeting page, and by link provided in meeting invites, when sent
To learn how to send invites, please see Related Articles
II. Add Teams Without Integration
Create Teams link from Teams account:
Go to the Teams calendar app
Create and copy a Teams link
To create a link for a specific day and time:
Go to Teams calendar
Click New Meeting
Complete Teams New Meeting Menu, selecting desired date and time
Click Save
Copy Teams link from calendar event on the date selected during previous steps
To create a link for general use:
Go to Teams calendar
Click Meet Now
Click Get Link to Share
Copy the link displayed in the menu this pops out
In Boardable, open new meeting form
To learn how to do this, please see Related Articles
Complete title, date, and other fields as wanted
Click 3 — Location & Video
Click Other Video
Click field beneath Third-party Video Service to drop down options
Click Other from these options
Paste the link copied during step 1 into the field beneath this labeled Video Link
Click Create Meeting
Meeting page is created
Teams link is generated from account used for log in; this link is opened by Join Meeting button on meeting page, and by link provided in meeting invites, when sent
To learn how to send invites, please see Related Articles
Related Articles
Create Single Date Meeting: Learn how Organization Admins, Members, and Group Admins can create a meeting for a single date.
Create a Multi-Day Meeting: learn how to create a multi-day meeting in Boardable for retreats, conferences or any meeting that spans more than one day
Create a Recurring Series: learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings
Create a Meeting with Scheduling Poll: create a meeting by sending out date and time options to the invited members, collect availability, and determine the best meeting option
Send Meeting Invites: Learn how to send meeting invitees email invite notifications.
Email Addresses in Boardable: Learn which email addresses can be used for login, which receive meeting invites, which receive other notification types, & how to edit each.