Board Portal
A secure home for your board’s meetings, papers, agendas, minutes, votes, and follow-up actions. Runs inside your own CartonCrew with no external provider needed.
Who this is for: board members and org admins. Only users added to the board roster (plus admins) can see the portal; ask an admin to add you. It appears as Board in the sidebar.
What’s here
| Tab | What it does |
|---|---|
| Meetings | Schedule meetings (with a Teams/Zoom/Meet join link), build agendas, attach papers, record motions & votes, and write minutes. |
| Papers | A papers library (PDF, DOCX, XLSX, PPTX, PNG, JPG; up to 25 MB each). |
| Actions | Track follow-up actions between meetings, assigned and with due dates. |
| Members | (Admins) Manage the board roster and seat roles (chair, vice-chair, treasurer, secretary, member). |
Key things it does
- Meeting scheduler with an ordered agenda builder.
- Access-controlled papers library, attachable per meeting.
- Motions & decisions with a for / against / abstain vote tally and outcome.
- Minutes editor (markdown) with draft → published states.
- Action tracker (open / in progress / done / cancelled) between meetings.
Last updated: 2026-06-09 · Applies to: CartonCrew v1.110+