2. Dashboard Tab – Main Tab
The four tabs that you will be using the most will be :Dashboard, Meeting, Roster and Documents.
3. Dashboard Tab – with calendar
The calendar will allow you to see upcoming meetings and those applicable to your council, committee or board. They will be
highlighted for you. If not highlighted, you will not have access to those meetings.
You can click on only the highlighted calendar events to see the Meeting Tab for this event.
Highlighted dates will show you meetings on the
schedule
4. Meeting Tab
Example: Click on the words “Ministries Council meeting” It will be highlighted in Blue and take you to the next
page.
5. Meeting Agenda Tab
View Meeting Agenda, member attending in Roster and pre meeting material
if available.
6. Meeting Tab
• This page will allow you to click on a Tab (Meeting Agenda,
Meeting Roster, Pre-Meeting Material, Ballots, and Tasks
Tabs)
• You will primarily need the Meeting Agenda and Pre-
Meeting Material Tabs to view documents prior to or at the
meeting.
• Meeting Agenda will have the current agenda for this
meeting. By clicking on this word, it will change to a green
tab and open another folder.
• Meeting Roster will note all the participants for this
meeting and will note those who have accepted the
invitation to attend this meeting and those that are still
pending.
7. Click on the Meeting Agenda Tab to see the PDF agenda link
Back
button
Tile
buttons
8. Meeting Agenda
• Click on the Meeting Agenda Tab to see the agenda
link. This Tab is green.
• See the Red PDF icon and description next to the words
“2015 June 16 Governing Board Agenda Public Final”,
these are below the Bolded “Agenda”– by placing the
cursor over this line a hand will appear. Click on the
line and a PDF of the agenda will appear.
• To exit out of each screen, use the bright orange back
button in BoardMax not the Browser back button.
• If Orange arrow is not available use the Tile Icons at the
top to go back to the Dashboard
10. Click on the box next to the group name to select all within this
group and then click the “Send Email” button at the top.
11. Roster tab
• Select an entire group or an individual by
clicking on their name or in the box to the
right of the group.
• The Blue Box “Send Email” will allow you to
send emails to groups or individuals. Highlight
using the cursor (it will turn Green) and press
enter.
12. Within the Roster Tab are individual profiles of each member – Click on the
name to access the profile.
Click on the orange Highlighted email address to send an email to an
individual
14. Send Email
• Create your email by using the BoardMax
template.
• Scroll to the bottom of the page to “Send”
15. Home page tiles – Documents Tile
Documents Management Tab – Historical Data storage
Home
page tiles
16. Historical Data storage
• Select your Tab based on your group – Board =
Governing Board, Committee = Missions,
Ministries and Nominating
• Click on the Council or Committee word (it will
turn Blue) to see folders for each group.
• Folders – Generally there are 3 folder groups:
Agenda, Handouts & Minutes
18. Folders
• Continue to click on the Folder – Example:
start with clicking on Ministries council, then
Ministries Council Agenda, then Agendas for
June 2015. This will continue to drop down
until you see a file. This file is the document
for that meeting for the month you selected.
Clicking on the document will bring up the
PDF.
19. First click the Tab, then select the
year, month, council and material.
20. Meeting File tab
• By selecting Meeting File Tab, this will allow
you to see documents for a particular year,
month and meeting.
• If a document is not there, it was not provided
yet and will be added as soon as it is received.
