TABLE OF CONTENTS
I. Introduction
III. Settings
IV. View Selection
V. Pinned Views
VI. Content Panel
VII. Meeting Options
I. Introduction
Click here for a guided tour of basic options in a Boardable Video Conferencing session.
For advanced information, please reference this help article.
II. Start a Video Conferencing Session
Video conferencing on a meeting can be started by the following users:
Organization admins
Meeting creators / owners
Meeting Collaborators
To do so, and let all invitees join:
Navigate to the desired meeting page
To learn how to do this, please see Related Articles
Click Join Web Conference
Start menu displays, providing the following details:
Meeting title
Video conferencing session URL
Dial-in number
To learn how to join from dial-in number, please see Related Articles
Click Start Video Meeting
Video conferencing session begins, and invitees other than those listed above can join
To learn how to join a video conferencing session, please see Related Articles
III. Settings
The following preferences can be set from the video conferencing screen:
Audio & Video
Camera
Microphone
Noise reduction
Video Quality
User preferences
Language
Chat notification
Default emoji skin tone
Background effects
To learn how to use each of these options, please see Related Articles.
To open the Boardable Video Settings menu, click the gear icon ( β) at the top left side of the conferencing screen.
IV. View Selection
In a video conferencing session, it's possible to view all participant video feeds at once, or to maximize the video feed of the speaking participant.
To view multiple video feeds at once, use Grid view. This displays 6 participants at a time. To scroll between participants, click the angle brackets (<>) on the left and right sides of the video conferencing screens.
To maximize the speaker's video feed, use Speaker view.
The toggle to switch between these two options is available at the top right side of the page.
V. Pinned Views
Regardless of the view selected, a participants' video feeds can be pinned to the right side of the conferencing screen.
Pinning a video feed makes this feed visible at the same time as the grid or speaker view. This can ensure best possible visibility of the pinned participant's visibility for the person who uses the pin.
Using this option only pins the selected participant on the viewer's conferencing screen; one person pinning a certain participant does not also pin this same participant for all others in the session.
Each new pin replaces the previous pin.
A participant can pin themself via the steps below:
Click More actions (...) at the top right side of the viewer's video feed, or
Click People from the Meeting options menu at the bottom of the screen
All participants in the meeting are listed
Click the ellipsis (...) next to the viewer's display name
Options drop down
Click Pin yourself
The viewer's video feed is pinned to the right side of the video conferencing screen
To pin a participant other than the viewer:
Click More actions (...) at the top right side of the participant's video feed, or
Click People from the Meeting options menu at the bottom of the screen
All participants in the meeting are listed
Click the ellipsis (...) next to the desired participant's display name
Options drop down
Click Pin
The selected participant's video feed is pinned to the right side of the video conferencing screen
To unpin a participant:
Click More actions (...) at the top right side of the participant's video feed, or
Click People from the Meeting options menu at the bottom of the screen
All participants in the meeting are listed
Click the ellipsis (...) next to the desired participant's display name
Options drop down
Click Unpin yourself / unpin participant
VI. Content Panel
Boardable video lets participants view the following content on the same screen as the video feeds.
How much of the screen is used by the content panel is customizable. The following options are supported:
30%
50%
80%
To maximize the content panel, and compress the video feed:
Click the desired content option from the content menu at the left side of the screen
Click Expand panel to 50% or Expand panel to 80%
Agenda
To view the agenda within a video conferencing session, click the Agenda button (the button showing three dots and three lines) from the content menu at the leftmost side of the screen.
Minutes
Before the meeting minutes are published, only the following users can view them from the video conferencing screen:
Admins
Meeting creators / owners
Meeting collaborators
To view, edit, or take meeting minutes from the video conferencing screen:
Click the Minutes button (the button showing a pencil) from the content menu at the left side of the screen
Click Edit Minutes or Start Minutes
Minutes open
To learn how to write Minutes, please see Related Articles
Meeting Documents
To view the meeting documents, including agenda attachments if any from the video conferencing screen:
Click the Documents button (the button showing two stacked rectangles) from the content menu at the left side of the screen
Click the title of the desired document
Selected document opens in the content panel
To learn how to present this document to other participants, please see Related Articles
Help
To open this help article, click the help (?) button at bottom of the content menu at the left side of the screen.
VII. Meeting Options
From the options menu at the bottom of the screen, the following options are accessible:
Camera
When a participant's video feed is off, preventing other participants from seeing it, their camera button is labeled Turn on.
When a participant's video feed is on, the camera button is labeled Turn off.
To switch between the two options, click the camera button.
To access the Background Effects field in video settings via the camera button:
Click the caret (^) beside the camera button
Options expand
Click Background effects...
Background effects settings menu opens
To access other fields in video settings via the camera button:
Click the caret (^) beside the camera button
Options expand
Click Video settings...
Video settings menu opens
A participant can remove their own video feed from their view of the conferencing screen via the steps below:
Click the caret (^) beside the camera button
Options expand
Click Hide Self View
The participant's self view is hidden from their own conferencing screen
This option is only available when more than one participant has joined the conferencing session.
Microphone
When a participant's microphone is off, preventing other participants from hearing it, their camera button is labeled Unmute.
When a participant's microphone is on, and other participants can hear them, the microphone button is labeled Mute.
To switch between the two options, click the microphone button.
To change the microphone heard by other participants without opening the Boardable Video Settings menu:
Click the caret (^) beside the microphone button
Options expand
All available microphones are listed beneath the Microphone heading
Click the desired microphone from this list
To change the speaker used to hear the conference without opening the Boardable Video Settings menu:
Click the caret (^) beside the microphone button
Options expand
All available speakers are listed beneath the Speaker heading
Click the desired speaker from this list
To enable or disable noise reduction without opening the Boardable Video Settings menu:
Click the caret (^) beside the microphone button
Options expland
Click the toggle beside Noise Reduction to turn it off or on
To learn other available audio options, please see Related Articles.
People
All participants can view the display names or phone numbers of others in the meeting, and pin or hide their video feeds.
To do so:
Click People from the meeting options menu at the bottom of the conferencing screen
Meeting information panel opens on the right side of the conferencing screen
The display names of all participants joining via the web, desktop, or mobile app are displayed
The phone numbers of all participants joining via dial-in, if any, are also displayed
Click the ellipsis (...) next to the desired participant's name
Options drop down
To pin a participant, click Pin
The video feed of the participant selected during step 2 is pinned on the right side of the viewer's conferencing screen
Admins can mute others, turn off their cameras, promote them to boardable video admin, and even remove them from a call.
To do so:
Click People from the meeting options menu at the bottom of the conferencing screen
Meeting information panel opens on the right side of the conferencing screen set to the People tab
The display names of all participants joining via the web, desktop, or mobile app are displayed
The phone numbers of all participants joining via dial-in, if any, are also displayed
Click the ellipsis (...) next to the desired participant's name
Options drop down
To change their Boardable video role, click Make admin or Revoke admin
To learn more about Boardable video roles, please see Related Articles
To mute their microphone, click Mute microphone
This option is only accessible when the selected participant's microphone is currently unmuted
Admins cannot unmute others
To use their microphone again, the participant will need to click Unmute on their own meeting options menu
To turn off their camera, click Turn off camera
This option is only accessible when the selected participant's camera is currently on
Admins cannot turn on others' cameras
To use their camera again, the participant will need to click Turn On next to the camera button on their own meeting options menu
To remove them from the call:
Click Remove from call...
Remove participant pop-out is displayed
Click Remove participant
Selected participant is removed from the conferencing session
Meetings can support up to 200 people participating. To request larger meeting size, please contact Support.
Chat
To view the session's chat, click Chat from the meeting options menu at the bottom of the conferencing screen This opens the meeting information panel opens on the right side of the conferencing screen, set to the Chat tab
To add a message to the session's chat:
Click into the text box labeled Type a message
Type a message up to 256 characters long
Click β or press Return on the keyboard to send the message
To learn more about chat, please see Related Articles
React
Any participant can send the following reaction to the conferencing screen of all others in the session:
Clap π
Thumbs up π
Thumbs down π
Wave π
Heart β€οΈ
Laugh / cry π
Exploding head π€―
Fire π₯
Confetti π
To do so:
Click React from the meeting options menu at the bottom of the conferencing screen
Reaction options pop out
Click desired reaction from options
Reaction is sent
Raise Hand
Any participant can virtually raise their hand. Their raised hand is noted the following places:
At the top left corner of their video tile
In the People tab of the meeting information panel
To view this, click People from the meeting options panel at the bottom of the screen
To do so, click Raise π from the meeting options menu at the bottom of the conferencing screen.
Share Screen
Any participant can share their screen with others in the conferencing session. On doing so, the view of others in the session will be set to Speaker view, with the contents of the sharer's screen pinned.
To do so:
Click Share from the meeting options menu at the bottom of the conferencing screen
Device's sharing menu pops out
Select desired tab, window, or screen
Click Share
Network
To check whether the network connection in use can best support the session:
Click Network from the meeting options menu at the bottom of the conferencing screen
Meeting information panel opens on the right side of the screen, set to the Network tab
Review the following information
Quality of network
If this isn't good, the experience of the session can be improved by turning off the outgoing video feed, by asking other participants to turn off their own video feeds, or by switching to a different network
Download rate
Reflects bandwidth used by conferencing session
Upload rate
Reflects bandwidth used by conferencing session
For more on troubleshooting Boardable Video, please see Related Articles.
Captions
Text transcription of the most recent spoken words is available from the meeting options menu. This can display up to 10 lines of text.
To expand or minimize captions, click Captions from the meeting options menu at the bottom of the conferencing screen.
Record
Any participant can start a session recording. To do so:
Click Record from the meeting options menu at the bottom of the conferencing screen
Start recording menu opens
Set desired title and storage location
Click Start Recording
To learn more about recording, please see Related Articles.
Related Articles
Navigate to Boardable Meeting Page: Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.
Join Boardable Video Conferencing Session: follow these steps to learn how to join a meeting using Boardable Video
Dial in to Boardable Video: learn how to join Boardable video conferencing session by calling a number on your phone
Boardable Video Settings: learn how to customize settings for Boardable Video
Create Meeting Minutes: learn how to create meeting minutes from the meeting page and from Boardable Video
Edit / Format Meeting Minutes: learn how to edit meeting minutes along with some tips on moving sections, deleting sections, and formatting (i.e. indenting, page breaks)
Present Meeting Documents: learn how to present documents in Boardable Video.
Troubleshoot Boardable Video: learn more about how to troubleshoot potential difficulties during a Boardable Video conferencing session
Boardable Video Transcript & Summary: learn how to view transcript and optional AI-generated summary for a Boardable Video conferencing session