Agenda Management

Automate your meeting agendas and packets with a simple, consistent process. Eliminate time consuming manual tasks and focus on important issues instead. Let each board member manage content the way they want.

Designed Just for You
BoardSync's agenda management software is customized to suit your individual design needs and unique approval processes. Create and manage content with custom design templates, wording, numbering, and ordering. You can also utilize a public portal that matches your website.

Complete Security and Access Oversight
BoardSync's agenda management platform allows for in-depth user security. Administrators can set access levels for individual users, allowing you to control who can access what. Also, you can easily identify attachments for limited access based on staff or security level.

Create Agenda Items in Seconds
Save hours each week. With our agenda management system you can easily track all key item information, and create tasks and to-dos with reminders. BoardSync supports PDF, Word, Excel, PowerPoint and image files, and utilizes a simple drag and drop ordering of all supporting documents.

Agenda Approvals Your Way
No more chasing approvals, and playing phone or email tag. Our meeting management platform's powerful approvals engine streamlines routing, email notifications, and manages backup approvers. Even last minute changes are a breeze.

Deliver Meeting Content to Any Device
Efficiently deliver packets of any size by paper, email, Dropbox, download, or board portal. BoardSync is optimized for all devices including desktops, laptops, tablets and mobile phones.

Find What You Need Fast
BoardSync automatically organizes and stores all of your meeting content, so it’s easy to quickly retrieve what you’re looking for. Our search tool includes past items, attachments, minutes and agendas by keyword, date range, and more.

Analytics to Improve Organization Performance
Dashboards and built-in reporting provide key metrics on the entire agenda and meeting minutes process.

Agenda Management