Get started with Ideals Board
Set up for administrators, secretaries, board members, and guests
Administration
Information on system requirements, integrations, and security
Search
Find meetings and documents quickly
Dashboard
Learn more about working with your dashboard
Meetings
Manage your meetings, agendas, board books and minutes
Tasks
Find out how to create and assign tasks
Documents
Upload, manage, move, and share documents
Directory
Add users, assign roles, create groups, and manage permissions
Reports
Learn how to use the Reports tab within Board.
AI for Board
Learn about how AI can streamline your workflow