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Workspaces come with the Association plan. If your board has one, ask your admin to invite you.
What's in the shared workspace
The Association plan gives your board one private online home. Everything in it belongs to the association, so it stays put when board members change.
- Your board, up to 10 seats.Your admin invites board members by email. One click and they are in. Swap someone out when terms change, without losing the seat or their work.
- Builders that write the document for you.Answer a few questions and get a finished event budget, 60-day renewal email sequence, board transition checklist, and board meeting agenda. Totals, dates, and meeting times fill in as you type.
- One shared library.Every document your board builds is saved automatically, filed by area, with who made it and who last edited it. Next year's board picks up where this one left off.
- Your name and logo on everything.Download any document as a Word file or save it as a PDF, ready for the board packet.
Welcome. You joined your board's workspace.
Board workspace
- Your role
- Seats
- Plan
Getting started
- Invite your board. Go to Board members and add each person's email. You have 10 seats, including yours.
- Add your logo. Upload it at the bottom of this page. It goes on every document your board builds.
- Build your first document. Start with the board meeting agenda below. It saves as you type.
Start a document
Each builder walks you through it, fills in your association's name and logo, and saves as you type. Download it as a Word file or save it as a PDF.
Event Budget
Build the budget before you book the venue. Income, expenses, net, and the attendance you need to break even.
60-Day Renewal Email Sequence
Six renewal emails, dated from your deadline, written in your association's name. Paste them into your email platform.
Board Transition Checklist
Everything the outgoing officer hands over, who owns it, and when it is due. Check items off as they happen.
Board Meeting Agenda
A time-boxed agenda with a consent agenda. Start times fill in as you set minutes, so you can see when the meeting will end.
Shared documents
Everything your board builds is saved here and stays with the association, even when board members change.
No documents yet. Start one above.
Your logo
Shown at the top of every document your board builds. PNG or JPEG, up to 300 KB.