How to create or connect to other boards in My Board View
It is important to see the board you serve on, but what if you serve on more than one nonprofit board? With My Board View, you can create new boards, or connect to other boards you serve on.
Creating a New Board
Click "Manage Boards" to see a list of all the boards you are currently associated with. Click "Create a new Board" to create a new one.
Enter the Organization Name and Board Name, then click "Create New Board." It's as simple as that!
After creating a new board, you should invite your board members and start uploading documents for your board.
Connect to an Existing Board
There are two ways for you to see the boards you are serving on and for you to access their Board View.
Option 1: use "Manage Boards"
In the left-side panel, click "Manage Boards" to see the boards you are serving on. Click "Go to Board" next to a board's name to access its Board View.
Option 2: use the Board drop-down list
The Board drop-down list in the top-right corner allows you to see the list of boards you are connected to. Select a board's name from this list to access its Board View.
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