--- title: OnBoard Board Management Software Reviews meta\_title: 'OnBoard Board Management Software Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 683 reviews by the users' company size, role or industry to find out how OnBoard Board Management Software works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 683 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity --- ### OnBoard Board Management Software Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of OnBoard, enhancing efficiency and streamlining board management processes seamlessly. [(88 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168469&qs=pros-and-cons#reviews) Users praise the **exemplary customer support** of OnBoard, appreciating their guidance and responsiveness throughout the process. [(41 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1167929&qs=pros-and-cons#reviews) Users value the **convenience of centralized resources** in OnBoard, enhancing engagement and streamlining board meeting processes. [(40 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168214&qs=pros-and-cons#reviews) Users love the **user-friendly and intuitive group management** feature, enhancing communication and efficiency significantly. [(35 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1169210&qs=pros-and-cons#reviews) Users value the **effortless agenda management** in OnBoard, streamlining meeting preparations and document sharing for board members. [(33 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168779&qs=pros-and-cons#reviews) Users find the **agenda management features lacking** , causing issues with document sharing and member notifications. [(20 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168143&qs=pros-and-cons#reviews) Users find the **limited functionality** of OnBoard frustrating, particularly with communication and document management features. [(17 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168532&qs=pros-and-cons#reviews) Users express frustration over the lack of **email notifications** for RSVPs, impacting their ability to stay organized. [(9 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168267&qs=pros-and-cons#reviews) Users experience challenges with **RSVP management** , finding it cumbersome to track and update responses efficiently. [(8 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168569&qs=pros-and-cons#reviews) Users report difficulties with **document management** , including issues with outdated member information and complicated cancellation processes. [(8 mentions)](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168431&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of OnBoard Board Management Software ##### 1. Ease of Use Users appreciate the **ease of use** of OnBoard, enhancing efficiency and streamlining board management processes seamlessly. [ See 88 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168469&qs=pros-and-cons#reviews) See Related User Reviews NS Nadine S. Mid-Market (51-1000 emp.) 5.0/5 "Cost-Saving and User-Friendly Board Management Software" What do you like about OnBoard Board Management Software? OnBoard is very user-friendly. I have tried the AI Minutes integration software and love it. It is very helpful when typing up board minutes. It is al ![Erik R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erik R.") ER Erik R. Mid-Market (51-1000 emp.) 5.0/5 "OnBoard Review" What do you like about OnBoard Board Management Software? We had staffing change and needed to reassign the primary administrator for our OnBoard account. It very intuitive and easy to reassign roles and the ##### 2. Customer Support Users praise the **exemplary customer support** of OnBoard, appreciating their guidance and responsiveness throughout the process. [ See 41 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1167929&qs=pros-and-cons#reviews) See Related User Reviews KG Katie G. Mid-Market (51-1000 emp.) 5.0/5 "Working with the best" What do you like about OnBoard Board Management Software? The OnBoard team takes very good care of the customer. From the demo phase to implementation, the OnBoard team keeps you informed of what to expect ne ![Kevin M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin M.") KM Kevin M. Mid-Market (51-1000 emp.) 4.5/5 "A two time user..." What do you like about OnBoard Board Management Software? I like their customer service and quick response time. ##### 3. Board Management Users value the **convenience of centralized resources** in OnBoard, enhancing engagement and streamlining board meeting processes. [ See 40 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168214&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "AMAZING !!" What do you like about OnBoard Board Management Software? I love having everything in one place. It makes life alot easier to have all your files and documents right at your fingertips during board meetings. ![Jake F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jake F.") JF Jake F. Mid-Market (51-1000 emp.) 4.5/5 "Centralized Communication, Easy Admin Management" What do you like about OnBoard Board Management Software? I find OnBoard Board Management Software easy to use, which is great. It's also handy that multiple people can manage at an admin level. I appreciate ##### 4. Features Users love the **user-friendly and intuitive group management** feature, enhancing communication and efficiency significantly. [ See 35 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1169210&qs=pros-and-cons#reviews) See Related User Reviews ![Kathryn M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kathryn M.") KM Kathryn M. 4.0/5 "Streamlined Board Management with Room for Improvement" What do you like about OnBoard Board Management Software? I like the group management feature of OnBoard Board Management Software; it is user-friendly and intuitive. It streamlines communication and provides ![Mitzi O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mitzi O.") MO Mitzi O. Mid-Market (51-1000 emp.) 4.5/5 "User-Friendly Platform with Outstanding Support" What do you like about OnBoard Board Management Software? So far, OnBoard has been very user-friendly for me as an admin, as well as for our Board of Directors and C-Suite team. Working with an implementation ##### 5. Agenda Management Users value the **effortless agenda management** in OnBoard, streamlining meeting preparations and document sharing for board members. [ See 33 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168779&qs=pros-and-cons#reviews) See Related User Reviews NS Nadine S. Mid-Market (51-1000 emp.) 5.0/5 "Cost-Saving and User-Friendly Board Management Software" What do you like about OnBoard Board Management Software? OnBoard is very user-friendly. I have tried the AI Minutes integration software and love it. It is very helpful when typing up board minutes. It is al JB Joseph B. Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Board Management with User-Friendly Features" What do you like about OnBoard Board Management Software? I really like the ease of creating and managing meetings. It is so easy for me to create the agenda and build a meeting pack and then get the meeting ### 5 Cons or Disadvantages of OnBoard Board Management Software ##### 1. Agenda Management Users find the **agenda management features lacking** , causing issues with document sharing and member notifications. [ See 20 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168143&qs=pros-and-cons#reviews) See Related User Reviews ![Kevin M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin M.") KM Kevin M. Mid-Market (51-1000 emp.) 4.5/5 "A two time user..." What do you dislike about OnBoard Board Management Software? The glitching when making an agenda - sometimes it moves agenda items out of order. JG Jessica G. Small-Business (50 or fewer emp.) 4.5/5 "OnBoard software is worth it!" What do you dislike about OnBoard Board Management Software? As an admin, we are missing some key RSVP features that would be really helpful. One example is that there is no way for an admin to change a member's ##### 2. Limited Functionality Users find the **limited functionality** of OnBoard frustrating, particularly with communication and document management features. [ See 17 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168532&qs=pros-and-cons#reviews) See Related User Reviews ![Conni K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Conni K.") CK Conni K. Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Board Meetings, Easy Setup" What do you dislike about OnBoard Board Management Software? I don't like that there's no option to change or update minutes directly within the software when sending them to the board chair and secretary for ap ![Kim R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kim R.") KR Kim R. Mid-Market (51-1000 emp.) 5.0/5 "You're Still the One" What do you dislike about OnBoard Board Management Software? I am still hoping for this capability: As an administrator, I want the ability to make certain settings permanent so that all meeting creators follow ##### 3. Email Notifications Users express frustration over the lack of **email notifications** for RSVPs, impacting their ability to stay organized. [ See 9 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168267&qs=pros-and-cons#reviews) See Related User Reviews NS Nadine S. Mid-Market (51-1000 emp.) 5.0/5 "Cost-Saving and User-Friendly Board Management Software" What do you dislike about OnBoard Board Management Software? In the past, I’ve had trouble automatically integrating my Teams account and have had to set it up manually instead. I also don’t like that when board ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 0.0/5 "Be careful for what you sign up for." What do you dislike about OnBoard Board Management Software? I have not found OnBoard to be useful for our 501c3 organization. I found myself using email and then OnBoard with my board since it would not attach ##### 4. Board Management Users experience challenges with **RSVP management** , finding it cumbersome to track and update responses efficiently. [ See 8 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168569&qs=pros-and-cons#reviews) See Related User Reviews JB Joseph B. Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Board Management with User-Friendly Features" What do you dislike about OnBoard Board Management Software? I wish there were a calendar I could use to manage RSVPs for things beyond meetings, because so often there are other events connected with the board LK Liz K. Small-Business (50 or fewer emp.) 4.5/5 "All-in-One Meeting Solution with Top-Notch Security" What do you dislike about OnBoard Board Management Software? We have not experienced any downsides. Perhaps the video link option. I'm one of the admins, but one of my staff members has the Zoom account we prefe ##### 5. Document Management Users report difficulties with **document management** , including issues with outdated member information and complicated cancellation processes. [ See 8 mentions ](https://www.g2.com/products/onboard-board-management-software/reviews?filters%5Bsentiment_snippet%5D=1168431&qs=pros-and-cons#reviews) See Related User Reviews ![Joel R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joel R.") JR Joel R. 5.0/5 "Effortlessly Manages Board Tasks with Minor Hiccups" What do you dislike about OnBoard Board Management Software? I ran into a few issues with the assessment this year. I originally created it three years ago and then would duplicate it for each new year since it’ ![Stacey C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stacey C.") SC Stacey C. Mid-Market (51-1000 emp.) 5.0/5 "Simplifying your Board Meeting Packets and minimize the time spent creating them" What do you dislike about OnBoard Board Management Software? I still agree with my previous response. The announcement page is lacking.. and it would be nice if there was a feature that could create an unnumbere ![Lenora L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lenora L.") LL Lenora L. Philanthropic Services Coordinator Small-Business (50 or fewer emp.) 3/19/2026 "Effortless Collaboration and Top-Tier Support" 4/5 What do you like best about OnBoard Board Management Software? I love that building a board meeting in OnBoard Board Management Software is way easier. You can edit documents directly in the software, so there's no more different versions that I need to upload and update in the board book. Being able to create a PDF directly from OnBoard is really helpful. It also allows us to collaborate easier on building a board meeting. Myself, the director, and maybe some of the members of the board or other high level staff contribute towards building a meeting altogether. Having this one platform where we can all log in, equally update things, and not create any issues, like different versions or file issues, is super collaborative. The initial setup was really great, and the service and help from OnBoard is really top tier. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? I don't currently use the minute builder because we have a template for doing minutes for my organization that we like and we're familiar with. I'd like for you to be able to upload a template that can match your style of how you already do minutes. That would be more helpful. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? OnBoard Board Management Software creates a secure platform for accessing documents, empowering board members to handle governance work independently without staff. It simplifies building board meetings, enabling easier collaboration. Editing documents and creating PDFs directly within the software prevents version issues, making the process super collaborative. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite AB Anne B. Paralegal Manager Small-Business (50 or fewer emp.) 3/19/2026 "Simplifies Board Book Creation but Needs Stability Improvements" 3.5/5 What do you like best about OnBoard Board Management Software? I like that OnBoard Board Management Software is easy to use and makes it simple to replace and compile documents. Without it, we would have to compile documents using PDFs that are not replaceable, which means more work every time we put them together. With OnBoard, I can seamlessly replace documents within the book, making the process more efficient. The ease of use was a significant factor in choosing OnBoard, and the initial setup was very easy. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? Sometimes we're not able to access the software. We have to clear our cache a lot. Sometimes when you're building a book, dragging and dropping documents, they'll go in the wrong place. Also, sometimes the book gets stuck, and then you have to have these little tricks and tips to get the system unstuck, like changing something in the settings to rebuild something. The functionality within the book could use improvement as well. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? OnBoard Board Management Software solves the problem of compiling multiple documents into a uniform package, making them easily accessible for review in board meetings. It allows me to seamlessly replace documents within the book, reducing the workload compared to using non-replaceable PDFs. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Allison H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Allison H.") AH Allison H. Mid-Market (51-1000 emp.) 3/19/2026 "Essential Tool for Efficient Board Management" 5/5 What do you like best about OnBoard Board Management Software? I love how OnBoard Board Management Software allows me to duplicate meetings; this is great because the cadence of our school doesn't change much from year to year. It's a wonderful record keeper, maintaining the past 13 years of meetings, and an excellent document manager. I find the resources folder and the ability to search for files to be great features. The ease of record keeping and one-stop user management were significant factors in our switch to OnBoard. Gina Guy, our implementation specialist, was great during the setup process. Also, the OnBoard customer service is amazing, which I really appreciate. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? Sometimes the formatting in minutes is not the greatest. The spacing needs work. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? I use OnBoard for easy record-keeping and document management. I love duplicating meetings because our topics don't change much yearly. The resources folder and file search are great, making setup easier, and managing everything in one place offers ease which prompted switching from Blackbaud. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G Verified User Small-Business (50 or fewer emp.) 7/6/2026 "Effortless Resource Management, Needs Better Accent Recognition" 4/5 What do you like best about OnBoard Board Management Software? I like OnBoard Board Management Software because of its ease of use and how it consolidates everything in one place. It's great having all resources, actions, board papers, and minutes together, which really helps in saving time when collating board packs and managing tasks. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? The AI minute needs some work because it doesn't capture Australian or NZ accents accurately. The software should be updated to be more sensitive to other accents, including Te Reo Maori. Also, the initial setup was easy but very manual, which is cumbersome. Another issue is the difficulty in navigating the measuring of licenses and emails across sub-entities. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? I use OnBoard Board Management Software to save time, improve organization, and streamline collaboration. It provides one place for all resources, making task management and collation of board packs much easier. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Kevin M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin M.") KM Kevin M. Mid-Market (51-1000 emp.) 3/7/2024 "A two time user..." 4.5/5 What do you like best about OnBoard Board Management Software? I like their customer service and quick response time. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? The glitching when making an agenda - sometimes it moves agenda items out of order. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? OnBoard effectively addresses several challenges faced by a private, non-profit university board, streamlining communication, collaboration, and decision-making processes. By providing a centralized platform for sharing documents, scheduling meetings, and facilitating discussions, OnBoard enhances efficiency and transparency within the board. Its secure environment ensures that sensitive information remains protected, meeting the stringent privacy and compliance requirements of our university. Moreover, the mobile accessibility of OnBoard enables board members to stay connected and engaged from anywhere, promoting flexibility and productivity. Ultimately, OnBoard empowers my board to make well-informed decisions efficiently, fostering effective governance and advancing the institution's mission and goals. Review collected by and hosted on G2.com. Show More Response from Lori Farrell of OnBoard Board Management... [Editedit](https://www.g2.com/survey_responses/onboard-board-management-software-review-9395983/official_response/edit) Hi Kevin! I love hearing that you like our collaboration tools and find no drawbacks to using OnBoard. Should that ever change, please let us know, as we want to continue to best support you and your board's needs! Thank you for sharing your experience. - Lori 2/26/2026 Current UserValidated ReviewerIncentivizedSource: Organic ![Mitzi O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mitzi O.") MO Mitzi O. Executive Administrative Assistant Mid-Market (51-1000 emp.) 12/30/2025 "User-Friendly Platform with Outstanding Support" 4.5/5 What do you like best about OnBoard Board Management Software? So far, OnBoard has been very user-friendly for me as an admin, as well as for our Board of Directors and C-Suite team. Working with an implementation partner from OnBoard made our transition smooth by providing helpful tips, flexible training sessions, and ensuring all our questions were addressed. Having a dedicated customer success manager has also been a valuable resource. Since adopting OnBoard, we've expanded its use to include committee meetings, e-signatures, and minutes AI. The range of features and the potential for future growth were important reasons behind our decision to switch. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? The question I receive most often concerns the cost of adding extra features. I appreciate that the platform provides a dedicated area where you can view your account details, see which plan you're on, and explore other available plans. However, it would be helpful if there were at least a visible cost range—whether per user or as a general estimate—to give users a starting point. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? Our primary challenges were keeping all documents in one place, streamlining the process of taking minutes, and ensuring ease of use for our board members. Using these criteria as our guide, we have been very pleased with OnBoard. Although there is still a learning curve and we are continually refining our processes, it is already a significant improvement over our previous solutions. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite JB Joseph B. Administrative Assistant to the Board of Governors Small-Business (50 or fewer emp.) 10/24/2024 "Streamlined Board Management with User-Friendly Features" 5/5 What do you like best about OnBoard Board Management Software? I really like the ease of creating and managing meetings. It is so easy for me to create the agenda and build a meeting pack and then get the meeting book out to the board. I also appreciate the resource storage for documents, like the board handbook, which makes it easier for board members to find items they need. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? I wish there were a calendar I could use to manage RSVPs for things beyond meetings, because so often there are other events connected with the board meeting, but aren't the meeting. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? OnBoard Board Management Software consolidates everything we need, making it easy to manage governance processes, streamlining audits and compliance tasks, and simplifying meeting and document management. It makes creating agendas and meeting packs straightforward, and resource storage helps board members easily access necessary documents. Review collected by and hosted on G2.com. Show More 1/27/2026 Current UserValidated ReviewerSource: Organic ![Kim R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kim R.") KR Kim R. Executive Administrative Assistant Banking Mid-Market (51-1000 emp.) 7/29/2025 "You're Still the One" 5/5 What do you like best about OnBoard Board Management Software? 1.) Supports secure and confidential workflows that simultaneously enable agility and decentralized information activities. In short centralized administration that can assign roles and access levels, but decentralized control so that meeting sponsors (aka creators) can still accomplish goals related to their responsible area. 2.) Empowers preparedness for our Board and Committee members. The meeting book is published as a "pre-read". Members can make annotations, even share annotations with other meeting invitees. 3.) A built in OnBoard Academy, so I can ensure other administrators and creators are properly trained - even certified! A robust help center, with related topics categorized together so that I can choose to get quick information to meet a need, or dive deeper for greater understanding. 4.) The ability to quickly de-activate members and wipe their devices remotely. 5.) Believe it or not, being able to append the meeting book with a clickable Table of Contents, and add page numbering to the meeting book are quick settings that make a big difference both during the meeting and after. 6.) Facilitates a Corporate Standard for all board and committee related materials that in turn supports enterprise memory and institutional resilience. Through the OnBoard platform, the organization has a bonafide repository of information that facilitates research and retrieval activities when requests are presented. In short, the transcendent nature of this "library" is a means by which those of us in the present can aid team members in the future by sharing and receiving knowledge in a particular way. 7.) AI minutes: through this feature we can record, transcribe, and generate a draft set of minutes that can be further refined into our corporate standard. This feature was easily integrated across all our various board and committee meeting sponsored by different meeting creators. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? I am still hoping for this capability: As an administrator, I want the ability to make certain settings permanent so that all meeting creators follow a consistent standard. For instance, at the moment, either I or the meeting creator must manually enable options to add a table of contents to the meeting book and to include page numbers on every meeting object. I would really like to have these as global settings. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? Helped us solve operational drag and process bottlenecks without compromising security or responsibility. Helped us implement and meet a corporate standard regarding meeting materials in an efficient manner. Review collected by and hosted on G2.com. Show More 12/19/2025 Current UserValidated ReviewerSource: Organic ![Joel R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joel R.") JR Joel R. 12/17/2025 "Effortlessly Manages Board Tasks with Minor Hiccups" 5/5 What do you like best about OnBoard Board Management Software? I like the ease of use that OnBoard Board Management Software offers. It doesn't take long to train someone on using the system. It's user friendly. The arrangement of files, with tabs that make it easy for members to find needed documents. I also appreciate the Microsoft 365 editing feature which saves downloading time. I have found the customer support group to be very helpful and accommodating. Additionally, I have recommended it to a few people, showing my satisfaction with the software. Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? I ran into a few issues with the assessment this year. I originally created it three years ago and then would duplicate it for each new year since it’s a long document. Unfortunately the duplication doesn’t update with the current board members even though I change them. It includes all older members in its calculations, and that ends up throwing off the completion percentages. I’ve been looking at other board software because of the cost, but so far I haven’t found anything that offers the same quality of features. Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? I use OnBoard Board Management Software for managing meetings and documentation, which reduces email exchanges and document transfers. Its ease of use and file organization make it user-friendly, allowing quick training and easy document access through tabs. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") AB Verified User in Banking Small-Business (50 or fewer emp.) 5/21/2026 "OnBoard is the way to go" 4/5 What do you like best about OnBoard Board Management Software? I love that the staff can place their items in onboard and that i can create the Board packet by going in to the resource folder. Loading is now the staffs responsibility. I really love that the board book creates its own agenda and page numbers. Its sooooo much easier to create the board packet now Review collected by and hosted on G2.com. What do you dislike about OnBoard Board Management Software? I cant verify which board members have gone in and read the material. Its no way to automatically track it. Its important that we know that they're doing their part as our board members Review collected by and hosted on G2.com. What problems is OnBoard Board Management Software solving and how is that benefiting you? Everything is in one place. The docs, the packets, the meeting minutes, the voting. All in one spot, i love it. Review collected by and hosted on G2.com. 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