TABLE OF CONTENTS
I. Introduction to Dashboard
The home dashboard contains a quick view of recent activity, including the following:
Organization Message
A message set by organization admins; visible to all users
Groups
Four most recently created groups
Group titles and icons visible to all viewers
Meetings
Five upcoming meetings
From Admin view: five most recently created meetings
From Member or Observer view: five most recently created meetings which the viewer is added/invited to
Meeting titles, dates, and times listed
Discussions
Five upcoming discussions the viewer is added to
Discussion titles and recent activity dates listed
Polls
One recently created poll
From admin view: most recently created poll
From Member or Observer view: most recently created poll which the viewer is added/invited to
Tasks
Five recently created tasks the viewer is assigned to
To navigate to the home dashboard, click Home from the main menu panel.
Of these fields, only the Organization Message can be customized by organization admins. None of these fields can be removed from the dashboard.
II. Organization Message
Note: only Admins can edit organization message
There are two ways to edit the organization message: via the home dashboard, and via organization settings.
To do so from the home dashboard:
Navigate to the home dashboard
Click Edit at the top right side of the existing organization message
Edit organization message menu opens
Click in to the text box on the page this directs to
Type desired message
The following formatting options are supported via the menu highlighted
Bold
Italics
Hyperlink
Bulleted list
Numbered list
Hyperlink
Clear formatting
Headers in three sizes
To learn how to do this via organization settings, please refer to Related Articles.
III. Section options
Groups, Meetings, Discussions, Polls, and Tasks can be created from the home dashboard.
To do so:
Navigate to the home dashboard
Find the section corresponding to the desired content type
Click + at the top of this section
Creation menu for group, meeting, discussion, poll, or task opens
To navigate to a list of all available meetings, discussions, polls, and tasks (instead of only recent ones):
Navigate to the home dashboard
Find the section corresponding to the desired content type
Click View all
Related Articles
Organization Settings: Discover how Settings gives you access to Default features for: timezone, agenda list styles, agenda templates, and delete agenda template
Advantages of Groups: Learn why using groups within Boardable can be advantageous
Polls: Learn about Boardable polls
Meeting Center: Everything you need to know to run a more productive and efficient meeting
Discussions: Learn the basics of having discussion in Boardable, along with sorting, filtering, and how to leave a discussion
View Tasks: Learn how to navigate to a task