This guide applies to everyone who uses Boardfolio for meetings.
Dashboard is the landing page every time you log in to Boardfolio:
Top right corner buttons from left to right: Menu | Dashboard | Search | Quick Actions | Notifications | Help | My Account
- Menu gives you full access to all portal features and content in all Spaces you have access to.
- Dashboard takes you back to the Dashboard wherever you are in the portal. You can also do the same by clicking the company logo at the top left corner.
- Search takes you to the Search page where you can find information such as files, members and tasks in the portal.
- Quick Actions allow you to quickly create tasks and send a private message to other member(s).
- Notifications let you preview unread notifications. You can click on a notification preview to read the full version. Clicking View All in the notifications dropdown takes you to the Notifications Centre which stores all your notifications.
- Help lets you access this Help Centre for help articles and quickly Submit a Ticket to our support team for help.