Boardable Features
Pre-Meeting Tools (3)
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Templates
Provides templates for various meeting types.
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Scheduling
Schedules and coordinates meetings between participants.
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Agenda
Creates agendas for meetings to follow.
Meeting Tools (6)
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Minutes
Automatically records the minutes of a meeting, either via text or audio.
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Notes
Allows participants to record notes on meeting proceedings.
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Digital Workspace
Provides a malleable digital workspace for meeting participants to collaborate in.
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File Sharing
Allows participants to share files or post them in a shared workspace.
Screen Sharing
Digitally share screen view with others
Meeting Notes
Create and share notes/annotations taken during meetings
Post-Meeting Tools (5)
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Task Delegation
Delegates tasks based on agreed upon action points.
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Participant Email
Emails meeting participants with follow up questions, minutes, etc.
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Meeting Analytics
Provides data around meeting (length, agenda points covered, etc.)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Lock Meetings
Password-protect and/or stop new participants from joining online meetings
Meeting Management (20)
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Scheduling
Automates the process of scheduling meetings.
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Agenda builder
Enables users to create itemized agendas for meetings.
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Meeting Minutes
Allows users to record the meeting minutes within the application.
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Document Management
Enables users to prepare a board book with meeting materials, including managing file uploads and publishing selected materials.
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Voting
Provides built-in voting functionality to streamline decision-making and approvals.
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Polls and Questionnaires
Gives users the ability to send polls, surveys, or questionnaires to board members.
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Task Manager
Includes the ability to create and assign tasks to board members or committees.
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Agenda Management
Access event or meeting agenda online
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Committee Management
Manage a group of members established for coordinating plans, programs, or other initiatives
Task Management
Create, manage and track all task activities and progression
Minutes Management
Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Workflow Management
Create, design and manage workflows for repetitive tasks
File Management
Create, save, and store files
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Event Scheduling
Plan an event's time and location
Board Tools (16)
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Document Storage
Provides cloud storage for documents and content in-app.
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E-Signatures
Enables board members to view and electronically sign documents.
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Permissioning
Restrict access to confidential files or folders.
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Annotations and Notes
Allows board members to share notes or annotations with others.
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Video Conferencing Integration
Integrates video conferencing into the meeting workflow.
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Meeting Archives
Maintains an archive of meeting materials.
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Single Sign On (SSO)
Provides a single sign on functionality for users and works with different authentication applications.
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Skills Tracking
Manages skills tracking for board members, helps users identify skills gaps, and informs recruitment and succession planning.
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Board Assessments
Allows for the creation and administration of board assessments.
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Roles & Terms
Provides real-time insights into board members’ roles and term statuses.
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D&O Questionnaires
Creates tailored questionnaires for directors and officers, featuring pre-filled answers, eSignatures, and attachments.
Storage & File Sharing Integration
Integrates with popular storage and file-sharing tools including Google Drive, OneDrive, or DropBox
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Email Integration
Integrates with popular email software, such as Microsoft Outlook or Google Workspace
E-Signature Integration
Integrates with e-signature software such as Docusign or Adobe Acrobat
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Secure Data Storage
Securely stores data to prevent data loss or breaches
Collaboration Tools (8)
Screen Sharing
Able to share your desktop screen or an application with the rest of the conference.
Presentations
Presenters can cue up a Powerpoint presentation or other slideshow for display in the conference.
Whiteboarding
Provides a virtual whiteboard for collaborative use.
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Hand Raising
Allows conference participants to notifiy conference hosts when they want to speak.
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Private Chat
Send messages to selected individual(s) from the entire audience
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Meeting Coordination (9)
Scheduling
Scheduling web meetings is streamlined, intuitive, and integrated into calendar and email software.
Video Call Recording
Record and playback video calls
Participant Permissions
The ability to grant users access to conferences as moderators, presenters or participants--individually or based on user role or group.
One-Click Join
Allows users to join a conference without requiring a download or a sign-in
Video Streaming
Allows users to view videos without downloading media files
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
Call Recording
Record the audio of phone conversations for quality assurance purposes
Call Recording
Record the audio of phone conversations for quality assurance purposes
Event Scheduling
Plan an event's time and location
Software Type (3)
Mobile
Offers a mobile app or mobile optimized website to video conference from smartphones or tablets.
Browser Application
Conferences can be launched within a browser without requiring a user to download an application to their desktop.
Desktop Application
Software is available as a downloadable desktop application.
Generative AI - Board Management (3)
AI Text Summarization
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automatic Transcription
Use AI to convert voice into text automatically
Agentic AI - Video Conferencing (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Meeting Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Board Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Additional Functionality (169)
Video Support
Supports various video file formats
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Single Sign On
Allow users to access multiple services after entering their login credentials once
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Security
Protect sensitive data for digital privacy
Document Storage
Store and organize documents in a centralized system
Document Management
Store, manage, and track all electronic documents in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Branding
Add customized logos and colors to align with company branding
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Conferencing
Breakout Rooms
Sub-room created within virtual meeting/class
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging
Communicate using direct chat or messages within the system
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Mobile Access
Access software remotely via mobile devices
Video Conferencing
Connect with meeting participants remotely over video
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
File Transfer
Move files across different systems or networks
Email Reminders
Reminders sent via email
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Microsoft Outlook Integration
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Auto Framing
Detect speech to highlight frame subjects
On-Demand Webcasting
An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience
Automatic Transcription
Use AI to convert voice into text automatically
Two Way Audio & Video
Presenter can see and hear participants and vice versa.
User Profiles
Profiles of users providing basic information
Video Management
Store and manage online video content
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Event Management
Schedule and manage the logistics of activities and other gatherings
Brand Management
The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
HD Audio/Video
High-definition audio and/or video capabilities
Presentation Tools
Share and present designs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Host Controls
Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.
Mobile Access
Access software remotely via mobile devices
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Branding
Add customized logos and colors to align with company branding
Chat/Messaging
Communicate using direct chat or messages within the system
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Healthcare
Software designed for the healthcare industry
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Automatic Backup
Data is backed up automatically to prevent data loss
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
API
Application programming interface that allows for integration with other systems/databases
Document Review
Review and analyze existing information across documents
Member Directory
Comprehensive list that contains information and details of all the members associated with a particular organization or group
Version Control
Track revisions and updates made to files and navigate between different versions
Video Conferencing
Connect with meeting participants remotely over video
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Single Sign On
Allow users to access multiple services after entering their login credentials once
For Nonprofits
Software specialized for non-profit organizations
Critical Date Alerts
Notifications received when important dates and deadlines are coming up
Multi-Company
Manage the accounting and financial aspects of multiple locations or companies in a single location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Company Register
Data Import/Export
Import and export data to and from software applications
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Authentication
Verify the identity of users/devices to enable secure access
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Company Formation
Integrated automation system to allow enterprises to create new company holdings
Event Calendar
A list of events with their respective dates
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Mobile Access
Access software remotely via mobile devices
Live Chat
Ability to chat online in real time
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Private Chat
Send messages to selected individual(s) from the entire audience
Virtual Backgrounds
Upload or use pre-set virtual backgrounds during video meetings
Minutes Management
Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.
Recording
Record live video calls to play later
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Video Conferencing
Connect with meeting participants remotely over video
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Host Controls
Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.
Attendee Management
Process of managing, tracking, and communicating with individuals who are registered to attend an event
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Breakout Rooms
Sub-room created within virtual meeting/class
Video Layouts/Views
Select how video calls/meetings are shown on a screen (e.g. tiled, spotlight, sidebar)
Action Item Tracking
Track the status of discussed/agreed tasks
Customizable Branding
Add customized logos and colors to align with company branding
Annotations
Highlight content and/or make notations about parts of content
HD Audio/Video
High-definition audio and/or video capabilities
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Meeting Preparation Tools
Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing
Notes Management
Allow users to create, edit, and sort multiple notes
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Agenda Management
Access event or meeting agenda online
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Gradebook
Track student's scores and grades on course materials
Course Tracking
Track which progress and course materials have been completed by each user
Online Registration
Real-time registration over the web
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Mobile Learning
Access for students to complete learning materials on mobile platforms
Content Library
Centralized repository to store content and assets
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Social Learning
Create tools to promote social interaction and learning between students/trainees and instructors/trainers
For Nonprofits
Software specialized for non-profit organizations
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Multi-Language
Manage and support multiple languages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Video Conferencing
Connect with meeting participants remotely over video
Learner Portal
Students can access materials and communicate with instructors via their online student profile
Tests/Assessments
Create tools to measure student retention of learning material and lessons
Membership Management
Database of members to track personal information of individuals and families
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Scheduling
Plan availability and assign specific time slots for tasks and resources
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Learning Paths/Tracks
Designing course materials to be completed in a sequential order for personalized learning purposes
Virtual Classroom
Classes/sessions accessible via web browser of built-in video conferencing
Gamification
Games or game-like elements to track progress and reward accomplishments
Customizable Branding
Add customized logos and colors to align with company branding
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Built-in Course Authoring
Tools that allow users to create and publish courses and course material/content
Course Management
Create, organize, and assign courses to users
Certificates
Create and distribute custom certificates for achievements or assessments.
Project Planning/Scheduling
Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Mobile Access
Access software remotely via mobile devices
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting/Project Tracking
Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
Task Management
Create, manage and track all task activities and progression
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Budget Management
Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
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