Adding the Boards app in Microsoft Teams
Learn how to add the Boards app in Microsoft Teams to access your meeting materials, join a video conference, and review the agenda from a centralized environment.
Note
You must have a Microsoft Teams account to access the features described in this topic.
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Open the Microsoft Teams app on your personal device or web browser.
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To view a list of available applications, select Apps on the left side of the screen.
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To add the Boards app, select Diligent Boards from the list of applications.
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A confirmation window appears. Select Add to proceed.
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To protect the security of your account and board materials, you'll need to sign in to Boards Web Director. Select Sign In on the screen that appears.
Note
During the initial setup, your Site Administrator must link your Boards site within Microsoft Teams. The option to Sign In and add the Boards app will not be available until the initial link has been created. Contact your Site Administrator or Customer Success Manager for assistance creating the link.
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The first time you sign in, you'll enter the Boards site name for your company in the Site Name field.
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Select Continue to proceed.
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Enter your username in the User name field.
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Enter your password in the Password field.
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Select Sign in.
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Once you've signed in to Boards Web Director, you can open the Diligent Boards app in Microsoft Teams to access your board books and committee materials before, during, and after meetings and use the functionality within each hub. To learn more, see Using the Boards app in Microsoft Teams.
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To pin the Boards app in Microsoft Teams, so its easier to open, right-click the app in the left-hand panel, and then select Pin.
