Managing events from the BoardEffect home page

You can access, review, and manage events directly from the home page, including your upcoming events and calendar of events.

On the BoardEffect home page, the Events section enables you to access, review, and manage events. An indicator next to Events displays the number of upcoming events. While System Admins can access all events, board members can view the events that are relevant to them.

This section has the following components:

• Open calendar Select to open the calendar that displays past, current, and upcoming events. This option appears even when there is no future event that you need to review.

• Export all Select the dropdown menu to export events or subscribe to events. This option appears even when there is no future event that you need to review.

• Event card Displays the details of an upcoming event. On an event card, you can do the following:

  • Select the Open book button to open the Meeting Book Viewer page.

  • Select the dropdown menu of Export to export the event to Outlook or Google calendar.

  • Select the Book builder button to update the meeting book. Only System Admins and editors can update a meeting book.

  • Select the More options menu (three dots) to add attachments to an event, as well as to edit, copy, or delete the event.