How to record term history for your board members

How to record term history for your board members

It is important to record the term history for each member of your organization's board. 


To record the term history for someone on your board, click "Board Members," then click a board member's name to open their profile.


In the board member's profile, click the pencil icon to edit their profile.


Use the "Add Term" button, then enter their Position, the Term Start and End dates, then click "Save" to save this term.


Continue using the "Add Term" button to record any other terms this board member has served. Once you have added all of historical terms for this board member, click "Save" to save these changes. 





    Our products got an upgrade!



    Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!


      • Related Articles

      • How to invite and manage board members

        Your Board Members' profiles store all the information about each Board Member: their name, position, term history, and more. This article describes how to invite new board members, and how to edit board members' profiles. Inviting New Board Members ...
      • How to record skills for your board members

        It is important to record the different skills and qualifications for each of your board members. It's a great way to easily see where your board is strong, or identify any skill gaps to plan board training, or look for additional board members. My ...
      • How to set up your Board Configuration

        Click "Board Configurations" to manage key information about your board, like your board's name, term details, and key skills and qualifications for your board members. Use the pencil icon next to Board Name or Term Details to make changes to make ...
      • Can I set up Board Profiles for them?

        It is not possible to set up Board Profiles before sending the Invitation. My Board View is designed to allow you to access all of your Boards in one central place, with one log-in. What connects those various Boards to the user is the user's email ...
      • 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 ...
      Societ Academy

      Learn what you need to know, any time. Free!



      • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
      • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
      • A certificate of completion - you can request a certificate of completion for every session you attend.



        Contact Us
        1-877-399-4645