Customize Dashboards: The Matrix of Meetings
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OnBoard’s Dashboard is a versatile capability you can use as your board's homepage. It's where you can post important information to be shared, reminders, and news about your organization. In this webinar, Jillian Walker shares some practical tips on how to set up and manage your dashboard to drive board engagement. With the OnBoard Dashboard, you can create a customized homepage for your members that gives quick access to pertinent and timely materials. It can also become the springboard for keeping your members engaged with industry news and other important announcements.
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Customize Dashboards: The Matrix of Meetings
- 1. The Matrix of Meetings: Customize Dashboards July 7, 2022. |2:00 p.m.EDT Jillian Walker, Customer Success Manager
- 2. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. Housekeeping 2 Please ask questions at any time using the Q&A Button Chat or ”raise your hand” if you need anything Attendee Mics are muted by default
- 3. OnBoard | ©2021 Passageways, Inc. Confidential. All rights reserved. About Today’s Webinar Agenda: • Welcome & Introductions • Setting up your Dashboard • Managing your Dashboards • How to customize! • Q&A Jillian Walker Customer Success Manager
- 4. Dashboard Training Walkthrough Let’s get started!
- 6. Contact & Help OnBoardCustomerSuccessTeam OBpros@onboardmeetings.com TechnicalSupport:(765) 535-1880, option1 help@onboardmeetings.com onboardmeetings.com
Notes de l'éditeur
- (Dylan) Welcome everyone to our new OnBoard training webinar series called Wisdom Wednesdays. We’re kicking of the series today with a training on how to use Dashboards in OnBoard.
- (Dylan) Just a few housekeeping tips before we get started today. All attendee mics are muted to eliminate any background noise. If you have a question during the presentation today, please use the Q&A feature in Zoom. If you’re experiencing any technical difficulties, please use the chat or raise hand feature and someone from our team will respond to help you troubleshoot. A quick reminder that we are working from home, so please excuse any sounds or glitches that might be out of our control.
- In this webinar, learn some tricks on how to set up and manage your dashboard to drive board engagement. With the OnBoard Dashboard, you can create a customized homepage for your members that gives quick access to pertinent and timely materials. It can also become the springboard for keeping your members engaged with industry news and other important announcements. In this webinar, we will share: Practical tips for setting up your dashboard (landing page) Advice on how to manage your dashboard (whats important/permissions) Special insight on how to effectively customize your dashboard
- Jillian – kick off poll
- Jillian
- Jillian –wrap up