1. Set up your Organisation — create your account and complete your own profile. See Organisations.
2. Invite your team. See Users & Access.
3. Set up any additional Workspaces you need, beyond the one created with your Organisation. See Workspaces.
4. Add members to each Workspace. See Workspaces.
5. Create your first Meeting. See Meetings.
6. Build the agenda. See Agenda Items.
7. Publish the Meeting Pack once every agenda item is marked Final. See Meetings.

• The Manager creates the meeting and builds the agenda.
• Agenda item owners write and submit their papers.
• Once every item is marked Final, the Meeting Pack is published and shared with the Workspace.

• The Meeting Pack is used as the live reference for the meeting — no separate PDFs or printouts needed.
• The Manager captures notes, resolutions, and actions as the meeting happens.

• The Manager finalises the minutes.
• The assigned certifiers — typically the Chair — sign to certify them.
• Meeting actions are assigned to their owners and automatically followed up until they're closed.

Boardly is available at myapp.boardly.co.

A short walkthrough of what your board and team will see in Boardly.

Boardly is also available on iOS and Android.

If you have questions, run into an issue, or need help ahead of a meeting, reach out any time:

• Email: support@boardly.co

1. Go to myapp.boardly.co.
2. Enter your registered email and password.
3. If you've forgotten your password, click Forgot password? to reset it.

Click your avatar to open My Profile, where you can update your name, job title and photo.

1. Click your avatar to open My Profile.
2. Scroll down to the Danger Zone section.
3. Click Delete Account and confirm.

1. Click your organisation name at the top of the navigation, then select My Organizations.
2. Click + Create organization.
3. Enter your organisation's details, then complete your own profile within it.
4. Optionally set up your first Workspace in the same flow, or skip and create one later.

If you belong to more than one Organisation, click your organisation name at the top of the navigation and select My Organizations to see and switch between all of them. Any pending invitations to join a new Organisation are also listed here.

1. Go to Users & Access.
2. Click + Invite User.
3. Enter the person's email address and, optionally, pre-assign their Workspace access.
4. Click Send Invite.

Each person's company profile holds their first name, last name, role (their job title, e.g. Company Secretary), photo, and Org Role permission level. To update it:

1. Go to Users & Access.
2. Open the menu next to the user's name and select Edit.
3. Update their first name, last name, role, or photo, and toggle their Org Role between User and Administrator.
4. Save your changes.

Open the menu next to a user's name in Users & Access and select Deactivate. A deactivated user loses access to the Organisation and its Workspaces immediately, and can be restored later using Reactivate from the same menu.

Boardly has two Organisation-level roles: Administrator and User. Every Organisation must have at least one Administrator.

1. Go to Billing.
2. Choose a plan and click Subscribe.
3. Enter your payment details and confirm.

The Billing page shows your current plan, payment history and invoices. Click Manage Plan to change or cancel your subscription through Boardly's secure billing portal.

Search the log by keyword, filter it by user or by activity type, and export the current view to CSV.

1. Go to Org Settings.
2. Update the organisation's name, company size, country, industry, or logo.
3. Click Save Changes.

1. Go to Org Settings and scroll to the Danger Zone.
2. Click Delete Organization.
3. Type DELETE to confirm.

1. Click the workspace name at the top of the navigation, then select My Workspaces.
2. Click + Create workspace.
3. Enter the workspace name and type, then save.

Click the workspace name at the top of the navigation and select My Workspaces to see every Workspace you belong to, with a checkmark next to the one you're currently in. Selecting a different Workspace updates every tab: Meetings, Agenda, Resolutions, Actions, Minutes and Documents.

1. Go to the Workspace's Members & Access page.
2. Click + Add Member.
3. Select one or more people from your Organisation's existing users and confirm.

Open the menu next to a member's name on the Members & Access page. Deactivate keeps their record but blocks access; Delete removes their Workspace access entirely.

Boardly has three Workspace-level roles: Manager, Contributor, and Member. A person can also have no role in a given Workspace, meaning no access to it at all.

Every entry shows who did what, to which record, and when — giving a full accountability trail without needing to reconstruct it from individual meetings or documents.

Filter by record type or search by name to find a specific change quickly, rather than scrolling the full history.

1. Go to the Workspace's Settings page.
2. Update the workspace name or type.
3. Save your changes.

From the Workspace's Settings page, open the Danger Zone. Deactivate a Workspace to pause it without losing anything (it can be reactivated later), or click Delete and type DELETE to confirm a full deletion.

• Next Meeting — the upcoming meeting's date, agenda item count, and publish status
• Resolutions for Review — resolutions awaiting your signature
• Minutes for Review — meetings whose minutes still need certification
• Open Items — any Health Indicators currently flagged (see Health Indicators)
• Surveys — open surveys you've been asked to respond to but haven't yet
• Member Sessions — how much time members have spent in the Board Pack recently
• Recent Activity — the latest actions taken across the Workspace

1. Go to the Meetings tab.
2. Click + New Meeting.
3. Enter the meeting details and save.

From the meeting's menu, select Edit Meeting to update its details.

Once every agenda item is marked Final, the meeting is ready to publish.

1. Open the meeting and click Publish.
2. Review the agenda details.
3. Confirm the attendee and quorum roster to complete publishing.

Publishing unlocks the Meeting Pack view for the Workspace and, for Hybrid or Virtual meetings, a Join Meeting link on the meeting page.

If changes are needed after publishing, select Unpublish from the meeting's menu. This makes the agenda editable again; republish once your changes are complete.

1. Open the meeting's Agenda tab and click +.
2. Enter a title and assign a presenter.
3. Choose the item's type — Info, Approval, or Resolution.
4. Set how much time is allocated, then save.

1. Click + to add a new section, or the + next to an existing section to add a sub-section.
2. Use Reorder to drag sections into the order you want.

Click + Attachment at the bottom of the item, select a file, and give it a name. Attachments must be PDFs, and are automatically included in the item's Documents record.

1. Click the wand icon next to a section's content.
2. Choose Proofread, Rewrite, Shorten, or Expand.
3. Review the suggestion, then Insert it or Discard it. Use Retry to get another version.

Mark the item as Final once its content is ready. Final items are locked and are what's included when the meeting's agenda is published — Contributors can track everything assigned to them under My Papers until then.

1. Open the meeting and select an agenda item.
2. Click the Action icon to open the actions panel for that item.
3. Click + to add a new action, complete its details, and save.

Every action created across the Workspace's meetings appears in the Actions register, where Managers can review, update, and track them to completion.

1. Click the wand icon next to the action's details.
2. Choose Proofread, Rewrite, Shorten, or Expand.
3. Review and apply the suggestion.

1. Open the action from the Actions register and add a status update or progress note.
2. Mark the action as Completed once it's done.

Set an agenda item's type to Resolution to reveal its Resolution tab. From there, choose Attach PDF, for a resolution that's already been signed outside Boardly (wet-ink), or Draft in-app, to write and certify the resolution directly in Boardly.

Complete the resolution's fields:

• Resolution Name
• Decision Date
• Background
• Resolution — the operative text of what's being approved

1. Click the wand icon next to the resolution text.
2. Choose Proofread, Rewrite, Shorten, or Expand.
3. Review and apply the suggestion.

Every resolution across the Workspace's meetings is listed in its Resolutions register, showing its status and which meeting and agenda item it belongs to. The register can be exported to PDF.

The first time you open a meeting's Minutes tab, you're asked how the minutes will be produced: Attach PDF, for a document that's already been written and signed outside Boardly, or Draft In-App, to write the minutes directly in Boardly.

1. Type the minutes of the meeting into the editor.
2. Add the required Certifiers who need to sign before the minutes can be finalised.
3. Click Mark for review once the draft is ready.

1. Each certifier clicks Affix signature.
2. Confirm the electronic signature and type your full name.
3. Click Sign minutes.

Minutes are automatically marked Certified once every certifier has signed, and become part of the permanent meeting record.

If Attach PDF was chosen, there's no signature step in Boardly — click Mark as Final to lock the uploaded document permanently as the official record.

Everything on the Overview tab is scoped to one selected period, except where a table's own section below says otherwise:

• YTD = 1 January of the current year through today.
• Quarter = the last 3 months from today.
• Half-Year = the last 6 months from today.
• Full Year = the last 12 months from today.

A meeting is eligible once its date has passed and its agenda was published. Most tables below only count eligible meetings in the selected period. Resolution Outcomes and Action Items use a different rule — see their own sections below.

Shows Present, Absent, and Unset counts for each eligible meeting in the selected period.

Shows each resolution's name, Decision Date, and status — Draft, For Review, or Certified.

Shows Open and Closed action counts for each meeting in the selected period.

Shows each person's name, role, and total Board Pack time, for anyone with recorded activity linked to an eligible meeting in the selected period. People with no recorded activity in the period aren't listed.

One row per person rostered on any eligible meeting in the selected period, including people no longer active on the Workspace and people with zero recorded activity.

Shows one row per eligible meeting in the selected period: meeting name, date, agenda item count, resolutions certified out of total for that meeting, actions closed out of total for that meeting, and current minutes status.

A separate tab on the Reporting page, never scoped to the period filter above — see the Health Indicators topic below.

The Export PDF button downloads a single file covering the current Overview period, plus a full Health Indicators page.

These checks only apply once a meeting's date has already passed.

These checks apply to every resolution ever created, regardless of which meeting it belongs to.

These checks apply to every action ever created.

A count of zero still shows as a row, displayed as a dash (—), rather than being hidden.

Click a row with a count to open a panel listing the exact meetings, resolutions, or actions behind it, each linking to that record.

Any indicator that's currently flagged also appears in the Dashboard's Open Items card.

1. Go to the Surveys tab and click + New Survey.
2. Give it a title, type, and objective.
3. Add questions — rating, multiple choice, yes/no, or free text.
4. Choose who should respond, then publish.

Anyone selected to respond sees the survey listed as open until they submit. A response is anonymous to other Workspace members — only the fact that someone has or hasn't responded is visible, not who answered what.

The survey closes automatically once all respondents have submitted their responses. However, Workspace Managers can close the survey at any time before all responses are in. Once closed, aggregated results become available to members and can be downloaded as a PDF using the PDF Export button.

The register is built automatically from PDFs attached to:

• Agenda items
• Resolutions
• Meeting minutes

Open any document from the register to view it. Click Summarise this PDF on its AI Summary card to generate a short summary of its contents — once generated, the summary is saved so everyone who opens the document afterwards sees the same one. Click Regenerate to produce a new summary if the document has changed.

Sort the register by document type, upload date, or who uploaded it. Every document traces back to the meeting and item it was attached to, so nothing in it is orphaned from its governance context.