Last update: January 31, 2020

A collection of all support articles for users using iDeals Board

How to Create an Action Item

Learn how to create an action item in iDeals Board.

How to Create a Matter

Learn how to create a matter.

How to Manage Action Items

Learn how to work with agenda items.

How to Vote

Learn how to vote on proposed decisions during a meeting.

Managing Your Profile

Learn how to update your profile and settings.

How to Filter Action Items and Create Reports

Learn how to filter action items and create action item reports based on several different criteria.

How to Manage Documents

Learn how to add participants to individual agenda items.