On this page: Overview
Overview
Boardly is organised around how governance teams actually work: an Organisation at the top, Workspaces for each board or committee underneath it, and the meetings, agenda items, resolutions and minutes that make up each Workspace's governance record.
Organisation
The Organisation is the top-level container in Boardly. It represents your company or entity and holds everything else: Workspaces, users, billing, and organisation-wide settings.
- Workspaces for each board or committee
- Organisation users and their access
- Billing and subscription
- Organisation settings (name, logo, company details)
Each Organisation is fully isolated — data, documents and users are never shared across organisations.
Workspaces
A Workspace represents a single board, committee, or governance group. Most organisations have more than one, for example:
- Board of Directors
- Audit & Risk Committee
- Remuneration Committee
- Executive Management Committee
Each Workspace has its own meetings, agenda items, resolutions, actions, minutes, documents and members, so each governance body only sees what's relevant to it.
Meetings
Meetings are where governance activity happens. Everything discussed, decided or followed up in a meeting is captured as one of four connected record types.
a. Agenda Items
Agenda Items are the individual topics on a meeting's agenda. Each one has an owner, a presenter, and — where needed — written content and attachments prepared ahead of the meeting.
b. Resolutions
Resolutions record what a board or committee formally approves. A Resolution is created from an agenda item and, once certified with an electronic signature, becomes a permanent part of the governance record.
c. Meeting Actions
Actions capture follow-up tasks agreed during or after a meeting, with an owner and a status that's tracked until the action is closed.
d. Meeting Minutes
Minutes are the official written record of a meeting. They're either drafted directly in Boardly or uploaded as an already-signed document, then certified by the required signers.
Documents
Every PDF attached to an agenda item, resolution, or set of minutes across a Workspace's meetings is automatically collected into that Workspace's Documents register — a single, searchable place to find anything that's been shared, without needing to know which meeting it came from.
Meeting Pack
Once a meeting's agenda is published, its finalised agenda items form the Meeting Pack — the complete, official set of materials for that meeting, ready for the Workspace's members to review.