OnBoard Board Management Software Reviews & Product Details

There are many time savers when using OnBoard, including having everything needed for a meeting in one place. OnBoard is user friendly so all your team can easily add documents, messages, slides, literally everything, and it is there in real time. And you don't need to reformat when adding things, which is a huge time saver.

And all you minute takers out there will be so impressed with the ease of opening the minutes and having the agenda already compiled. You can add additional minutes throughout the meeting as necessary, save them and be done. Though we haven't implemented voting or signing virtually yet, I believe this is an easy option to implement as well.

Another option I have found useful is copying a meeting link when creating a new meeting. Most of our meetings have a regular frequency and similar agenda so copying the previous meeting is a great time saver and shows an impressive consistency which members will appreciate.

I do want to give a shout out to the OnBoard team as well. Throughout the onboard process, pun intended, the team was readily available if questions came up and quick to respond with helpful insight. There is a plethora of training assistance as well. Review collected by and hosted on G2.com.

The only downside I have found as of now is that you can't change some of the directory information, it has to be done by the actual member. Access to updating salutations specifically would be very beneficial. I understand the reasoning behind this limitation but having the option is the only thing I could suggest added to enhance the program. If we could link a salutation to a position, this would alleviate any concerns in my opinion so maybe this could be a future update. Review collected by and hosted on G2.com.

OnBoard is a wonderfully user and admin friendly. Introducing and training my board members was easy and OnBoard provided lots of support and extra care to assist with the transition. The software allows greater collaboration among staff for building content. The Google calendar integration makes scheduling a breeze. The minute builder function has allowed us to streamline the process while ensuring consistent submissions. Review collected by and hosted on G2.com.

I wish the mobile version allowed for admin use. There have been times I'd like to publish a meeting while on the road and was unable to. Also, I wish there was a way to share meetings without having to officially "invite" someone. Our board has a fiduciary duty and should have all the information from each meeting. Sharing that information is challenging the way the system is currently designed. Review collected by and hosted on G2.com.

The agenda creation and tracking during meetings is fabulous. Staying ahead of the red line has become a bit of a sport among the board members. Review collected by and hosted on G2.com.

The updating or adding members feature seems to generate a new calendar notice. And that seems to reset the RSVP function. So, folks that already said they are attending now go back to a no response situation. Review collected by and hosted on G2.com.

It's both user and admin friendly. Our board members found the interface to be easy to navigate, which is very important to us. Review collected by and hosted on G2.com.

The permissions settings are great, but as an admin you do have to be conscious that you basically have to set up permissions for everything you add to OnBoard. It takes time to get used to this. Review collected by and hosted on G2.com.

I really like the ability to have a resources library, and to give permissions for various staff/board members to see the resources. I love the statistics that shows who has opened the materials for the meetings, and how easy it is to post the agenda on our website. Review collected by and hosted on G2.com.

The agenda is fairly structured, and sometimes isn't as easy to manipulate. I would love some way to be able to fit to one page, or more flexibility on the way it looks once it is printed. Review collected by and hosted on G2.com.

The actions - being able to have directions link to pre-work, vote on minute and other items before the meeting Review collected by and hosted on G2.com.

The board book is hard to navigate. Have had some difficulty updating old files or even getting access to them Review collected by and hosted on G2.com.

OnBoard is simple to use from both an administrator and user standpoint. Permissions ensure the right people see the right information and security is granular. Votes can be accomplished easily between meetings if needed. Quick updates when new material is added and the ability to view if offline are helpful. Navigation is easy to use and still provides details needed to make the meeting proceed on schedule. Review collected by and hosted on G2.com.

I dont have complaints. Occassionally there is an issue - customer support has been very responsive and has resolved my issue quickly and efficiently. Review collected by and hosted on G2.com.

Easy to create agenda, communicate with directors, and organize information. The calendar features work seamlessly. Customer support is fantastic - they're responsive, knowledgeable, and solution oriented. OnBoard was extremely hands on wiht the implementation process. They were flexible in scheduling training sessions for me, my team, and the Directors. Review collected by and hosted on G2.com.

I wish the Zoom feature with OnBoard worked a little better. It can be used, but we have found the sound doesn't work when you click "Zoom through OnBoard", it does work when you click "Open with Zoom" so not a total loss. Review collected by and hosted on G2.com.

I find OnBoard Board Management Software incredibly easy to use, with a clean and user-friendly interface that is highly intuitive. It allows even non-technical users to manage efficiently. The platform keeps our meetings organized and facilitates smooth running by helping us stay on schedule and move the agenda efficiently. Review collected by and hosted on G2.com.

None Review collected by and hosted on G2.com.

OnBoard is an intuitive program. It's easy to create meetings, assign different levels of access to various members/groups, create agendas and add documents to said agendas. It is easy to utilize the messenger within the portal to provide secure updates to team members. It is easy to manage and create new Resource Folders. The OnBoard Academy is a great tool for familiarizing yourself with various features within the portal if you are just starting out with the program.

I think one of of my favorite features is the ability to duplicate meetings and surveys/questionnaires, as this is a huge time saver. While I have not utilized the portal from a mobile device as an administrator I would imagine having access to the portal while on the go would be really convenient. The OnBoard support team is extremely responsive, usually responding to inquiries within the same business day. Review collected by and hosted on G2.com.

I have only encountered a couple of hic-ups with this software. The first was a glitch with the program and I was not able to update one of my board books immediately as I would normally. The other was when a team member with reader access was trying to view an Excel document from a resource folder. They were using an Apple product and the Excel document was not opening properly, but rather converted to a PDF as they did not have the Excel app downloaded on their device. I am personally not an Apple user, but I would expect whatever the equivalent app is to Excel should have been the default and they should have been able to access the spreadsheet. This was a minor inconvenience, which we were able to work around, plus the support team responded to my inquiry within the hour which I found to be very impressive. Review collected by and hosted on G2.com.