Store everything you need in one secure place and easily manage corporate governance activities. What are the benefits for a company corporate secretary? A board portal helps with efficient meeting management, improved document management, easy collaboration, enhanced governance, and added security. Today, boards can operate entirely paperless - and board management software, such as a board portal, has been established as a must-have for corporate governance.Ī board portal is a board of directors software built for boards, committees, and executive leadership teams, and trusted by corporate secretaries and security professionals.īoard management software, like a board portal, is built to help you work more efficiently, productively, and strategically. This digital solution is designed with robust security features and user-friendly experience to enhance the effectiveness of meetings, collaboration and decision-making for boards, committees, and executive leadership teams. Institutional Distribution IntelligenceĪ board portal is a board management software for streamlining corporate governance processes.Non-Traditional Exchanges & New Markets.Directors’ and Officers’ Questionnaires.Once you’ve added items, you can drag and drop to move them around or use the keyboard shortcuts listed below. Select Show all to see the full list of items you can add.įrom your inbox or calendar, right click an email message, note, task in My Day, or event in your calendar in Outlook on the web and select Add to board. Tips: Learn how to get the most out of the board view.įrom the board view, add items by selecting Add to board and then choose from the list. Task Lists: You can now add your existing task lists from To Do to your board.Ĭlock: Keep track of different time zones to stay connected with your family, friends, and colleagues around the world. Here are few of the items that you can add to your board:Ĭalendar: You can add multiple calendar items and see different calendars side by side. Then select Board > New board, give your board a name and then select Create. Go to the calendar and select the views menu – It could be set to Day, Week, Work week, or Month. Think of the board as a visual planner that you can design however you like by adding and moving around items in it. You can use your existing Project Moca spaces there and we've added some exciting new features. Note: For people who were using Project Moca – it now has a new home as a calendar board view.

Board view download