OnBoard Features

OnBoard

Intelligent Board Management & Meeting Software

4.69/5 (846 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Action Item Tracking
Activity Dashboard
Activity Tracking
Activity/News Feed
Agenda Management
Alerts/Notifications
Alumni Management
Approval Process Control
Archiving & Retention
Assignment Management
Attendance Management
Attendance Tracking
Attendee Management
Audit Management
Audit Trail
Authentication
Automatic Backup
Biometrics
Board Meetings
Brainstorming
Calendar Management
Calendar Sync
Chat/Messaging
Client Portal
Collaboration Tools
Commenting/Notes
Committee Management
Committee Meetings
Communication Management
Compliance Management
Conferencing
Contact Database
Contact Management
Content Library
Content Management
Critical Date Alerts
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Data Synchronization
Deadline Management
Digital Signature
Discussions / Forums
Distribution Management
Document Automation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Invitations & Reminders
Email Management
Employee Activity Monitoring
Employee Database
Employee Portal
Encryption
Engagement Tracking
Event Calendar
Event Management
Event Scheduling
Faculty/Staff Management
Feedback Management
File Management
File Sharing
File Transfer
Filtering
For Nonprofits
Forms Management
Forum / Discussion Board
Full Text Search
HIPAA Compliant
Internal Meetings
Invitation Management
Knowledge Base Management
Legislative Meetings
Live Chat
Materials Management
Meeting Management
Meeting Notes
Meeting Preparation Tools
Member Directory
Messaging
Microsoft Outlook Integration
Minutes Management
Mobile Access
Mobile Alerts
Monitoring
Multi-Company
Multi-Country
Officer Management
Offline Access
Performance Metrics
Personalization
Polls/Voting
Post-Meeting Tools
Presentation Streaming
Prioritization
Progress Reports
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Real Time Analytics
Real Time Data
Real Time Editing
Real Time Monitoring
Real Time Notifications
Real Time Synchronization
Real-Time Chat
Real-time Updates
Reminders
Remote Access/Control
Remote Support
Reporting & Statistics
Resource Management
Role-Based Permissions
SSL Security
Scheduling
Screen Sharing
Search/Filter
Secure Data Storage
Secure Login
Shareholder Management
Single Sign On
Softphone
Status Tracking
Survey/Poll Management
Surveys & Feedback
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Template Management
Third Party Integrations
Time Zone Tracking
To-Do List
Transcripts/Chat History
Two-Factor Authentication
Two-Way Audio & Video
Unified Directory
User Management
Version Control
Video Call Recording
Video Chat
Video Conferencing
Video Streaming
Voting Management
Workflow Management
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API
Access Controls/Permissions
Action Item Tracking
Activity Dashboard
Activity Tracking
Activity/News Feed
Agenda Management
Alerts/Notifications
Alumni Management
Approval Process Control
Archiving & Retention
Assignment Management
Attendance Management
Attendance Tracking
Attendee Management
Audit Management
Audit Trail
Authentication
Automatic Backup
Biometrics
Board Meetings
Brainstorming
Calendar Management
Calendar Sync
Chat/Messaging
Client Portal
Collaboration Tools
Commenting/Notes
Committee Management
Committee Meetings
Communication Management
Compliance Management
Conferencing
Contact Database
Contact Management
Content Library
Content Management
Critical Date Alerts
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Data Synchronization
Deadline Management
Digital Signature
Discussions / Forums
Distribution Management
Document Automation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Invitations & Reminders
Email Management
Employee Activity Monitoring
Employee Database
Employee Portal
Encryption
Engagement Tracking
Event Calendar
Event Management
Event Scheduling
Faculty/Staff Management
Feedback Management
File Management
File Sharing
File Transfer
Filtering
For Nonprofits
Forms Management
Forum / Discussion Board
Full Text Search
HIPAA Compliant
Internal Meetings
Invitation Management
Knowledge Base Management
Legislative Meetings
Live Chat
Materials Management
Meeting Management
Meeting Notes
Meeting Preparation Tools
Member Directory
Messaging
Microsoft Outlook Integration
Minutes Management
Mobile Access
Mobile Alerts
Monitoring
Multi-Company
Multi-Country
Officer Management
Offline Access
Performance Metrics
Personalization
Polls/Voting
Post-Meeting Tools
Presentation Streaming
Prioritization
Progress Reports
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Real Time Analytics
Real Time Data
Real Time Editing
Real Time Monitoring
Real Time Notifications
Real Time Synchronization
Real-Time Chat
Real-time Updates
Reminders
Remote Access/Control
Remote Support
Reporting & Statistics
Resource Management
Role-Based Permissions
SSL Security
Scheduling
Screen Sharing
Search/Filter
Secure Data Storage
Secure Login
Shareholder Management
Single Sign On
Softphone
Status Tracking
Survey/Poll Management
Surveys & Feedback
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Template Management
Third Party Integrations
Time Zone Tracking
To-Do List
Transcripts/Chat History
Two-Factor Authentication
Two-Way Audio & Video
Unified Directory
User Management
Version Control
Video Call Recording
Video Chat
Video Conferencing
Video Streaming
Voting Management
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Action Item Tracking
Activity Dashboard
Activity Tracking
Activity/News Feed
Agenda Management
Alerts/Notifications
Alumni Management
Approval Process Control
Archiving & Retention
Assignment Management
Attendance Management
Attendance Tracking
Attendee Management
Audit Management
Audit Trail
Authentication
Automatic Backup
Biometrics
Board Meetings
Brainstorming
Calendar Management
Calendar Sync
Chat/Messaging
Client Portal
Collaboration Tools
Commenting/Notes
Committee Management
Committee Meetings
Communication Management
Compliance Management
Conferencing
Contact Database
Contact Management
Content Library
Content Management
Critical Date Alerts
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Data Synchronization
Deadline Management
Digital Signature
Discussions / Forums
Distribution Management
Document Automation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Invitations & Reminders
Email Management
Employee Activity Monitoring
Employee Database
Employee Portal
Encryption
Engagement Tracking
Event Calendar
Event Management
Event Scheduling
Faculty/Staff Management
Feedback Management
File Management
File Sharing
File Transfer
Filtering
For Nonprofits
Forms Management
Forum / Discussion Board
Full Text Search
HIPAA Compliant
Internal Meetings
Invitation Management
Knowledge Base Management
Legislative Meetings
Live Chat
Materials Management
Meeting Management
Meeting Notes
Meeting Preparation Tools
Member Directory
Messaging
Microsoft Outlook Integration
Minutes Management
Mobile Access
Mobile Alerts
Monitoring
Multi-Company
Multi-Country
Officer Management
Offline Access
Performance Metrics
Personalization
Polls/Voting
Post-Meeting Tools
Presentation Streaming
Prioritization
Progress Reports
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Real Time Analytics
Real Time Data
Real Time Editing
Real Time Monitoring
Real Time Notifications
Real Time Synchronization
Real-Time Chat
Real-time Updates
Reminders
Remote Access/Control
Remote Support
Reporting & Statistics
Resource Management
Role-Based Permissions
SSL Security
Scheduling
Screen Sharing
Search/Filter
Secure Data Storage
Secure Login
Shareholder Management
Single Sign On
Softphone
Status Tracking
Survey/Poll Management
Surveys & Feedback
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Template Management
Third Party Integrations
Time Zone Tracking
To-Do List
Transcripts/Chat History
Two-Factor Authentication
Two-Way Audio & Video
Unified Directory
User Management
Version Control
Video Call Recording
Video Chat
Video Conferencing
Video Streaming
Voting Management
Workflow Management
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Mobile apps

iOS App


576 reviews

Requires iOS 13.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


23 reviews

OnBoard Feature Reviews

25 reviewers had the following to say about OnBoard's features:

Donna B.

Our Board loves the OnBoard Platform!

2020-10-15

Trustees can access OnBoard through their iPad or their mobile phone.

Pros

The Dashboard of OnBoard is easy navigation as you are looking for meetings, resources, etc.

Cons

We had one issue with the click-on feature with our files in an Open Book

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lisa B.

Not what I expected

2019-11-07

File sharing with my board and document storage

Pros

It's easy to assign a task on the agenda to a user.

Cons

You can't drag and drop files to organize them once you have them uploaded to a folder .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you for taking the time to review OnBoard! Sorry to hear that things have been a bit tough for you. I will definitely have Jenni reach out to you to see how she can assist. Otherwise, I'm glad you are mostly finding it easy to use.

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Derrick S.

Quality product with great potential

2020-08-04

It has made Board communication and meeting management much easier and saves significant time required to print and compile meeting materials.

Pros

Ease of communication and sharing of materials, and ability to access past meeting materials

Cons

Note taking feature needs improvement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
David G.

Effective Management Meetings using OnBoard

2017-04-04

The documents including presentations can be easily searchable anytime.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you for taking the time to review OnBoard! That's great to hear it's going so well for you. If you need anything, please let your CSM know.

Read more
Lisa F.

Efficient and Easy to Use

2020-01-24

I love the ability to access archived reports easily.

Pros

And the ease of drag and dropping the documents into the agenda is so handy.

Cons

I wish the process to have a document approved was a little easier to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Greg J.

Onboard 2020

2020-01-22

Pros

Love the drag and drop file feature to add documents

Cons

The survey feature was clunky and not easy to use

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Kathryn H.

Best Communication Tool

2020-01-23

Reduces us to a "paperless" feature which simply took the "headache" away in preparing for Board meetings over all.

Pros

The book building feature with the "drag and drop" for files, as opposed to having to download from an "attachment" feature.

Cons

Unable to import an agenda or any word documents using bullets

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Pheap C.

Great!

2019-04-16

Overall, it is a great tool when putting together the board packet.

Pros

I like how you can easily drag and drop document to the section.

Cons

It is hard to modify the agenda, unlike the older version was much easier to do.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank so much for taking the time to review OnBoard! I'm glad the drag and drop is really helping to speed things up for you. Thanks for the suggestion, and I will pass that on to our Product team.

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Samantha D.

review from PeaceTech Lab

2021-03-19

I've found the customer service to be exceptional; [SENSITIVE CONTENT HIDDEN] has gone above and beyond to make sure that our team is comfortable with the platform and prepped before each Board meeting.

Pros

Clean interface with features that really help streamline board communication and management

Cons

There are some limitations regarding the types of documents/files you can upload; certain parts of the site could be easier to navigate; it would be great if we could conduct the video portion of our meeting within OnBoard more easily

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Peter V.

My first impression is my current impression- easy to use, well supported

2018-07-24

Easier communication and development for the administrator along with the board members.

Pros

We went from a paper driven document board delivery to electronic format with in 6 months.

Cons

I would like to see either shared files or links within reports that can allow readers to continue with board report while referencing a linkable data document.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you so much for your review! We really try to make ease of use our top priority when incorporating updates into our software. I will be sure to pass along your suggestion to the Product team as well.

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Chris M.

OnBoard is a highly effective virtual meeting management platform

2020-07-09

OnBoard has enabled us to conduct more efficient and effective internal Board meetings, especially useful during this critical time when we're all virtual 100% of the time.

Pros

Mobile/tabley friendly interface is a big plus. Drag/drop functionality is great.

Cons

In comparison to other tools I've used, like Diligent, this is a much easier and more intuitive platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ashleigh D.

OnBoard at Scott Credit Union

2020-08-05

Pros

Now with OnBoard, an updated report is as easy as dragging and dropping.

Cons

Also, the ability to add attachments to tasks would be AWESOME since many tasks relate to policy reviews and updates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Lauryn B.

Easy to Use and Quick to Figure Out!

2020-06-25

We were able to set up OnBoard very quickly and being posting information about Board Meetings, remote access links, and Board documents right away.

Pros

My Board, my [SENSITIVE CONTENT HIDDEN], other Vice Presidents, and I all love how easy it was to learn how to use OnBoard.

Cons

I would like to see better branding options so we can add our own brand in more easily.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Corrine N.

Review

2020-07-10

Pros

The software is very easy to build meeting packets and add multiple documents to a central location.

Cons

There are multiple layers of permissions which make it difficult to ensure members have access to the needed content.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Barb P.

Get on board with OnBoard

2020-06-03

It is user-friendly. The drag and drop feature make uploading material go very quickly when preparing meetings.

Pros

The Resources folder is a perfect place to keep documents for future reference.

Cons

One feature that would be helpful would be to have a "lock" feature when a document is enlarged for viewing on the user end.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
James N.

Works well

2020-08-25

It works very well for all our stakeholders and for creating a archive of corporate meetings and documents.

Pros

Passageways is easy and intuitive to navigate and recent upgrades have made it easy to append comments. It is easy to create new folders and upload documents.

Cons

The structure used for setting formal agendas for Board and Committee meetings is a little too much for less structured management meetings with simpler agendas.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Tara W.

Review of OnBoard

2020-06-25

It fits the needs of my board and has created more streamlined processes with board management.

Pros

The integration with Zoom has also been helpful.

Cons

It would also be helpful to have a survey with an e-signature option for some of my "housekeeping" documents within my board management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Melanie K.

We chose OnBoard and you should too!

2020-03-09

With OnBoard, we are able to eliminate paper documents, electronically sign and store our documents, and make last minute changes as needed.

Pros

We love how easy this product is to use (just drag and drop) and how it aggregates all document extensions into one document.

Cons

When the version updates, sometimes processes change and I don't know where to go in the new version.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Hannah B.

Essential for Future Board Relations

2020-07-14

Nearly all of our boards were already implemented and accustomed to the OnBoard portal, which made the transition to virtual meetings so much easier. Having an electronic board book makes last minute material edits a breeze instead of a nightmare!

Pros

My favorite feature is the board book assembly.

Cons

However, we recognize we might be unique in this aspect and have benefited from the ability to manage permissions in certain scenarios in the past.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kate C.

Easy to Use and Navigate!

2020-06-05

Pros

The program's functionality is great, the storage of documents, and the drag and drop features are all super helpful.

Cons

The permissions settings can take a bit to get used to.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Yvette A.

1st year review

2020-01-09

Experience has been extremely positive from where we came with our previous software

Pros

the importing of agenda's and the drag and drop feature of uploading files.

Cons

hard to say - I like everything about the software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you for taking the time to review OnBoard! I'm so glad you are finding some of the features useful at your bank. Having no cons is a great thing, and we really appreciate it. If you ever need anything, let us know!

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Jordyn D.

Onboard is super helpful

2019-11-20

I've helped to integrate it into our advisory team and they love the fact that we can be more digital and print less.

Pros

-saves a ton of money on printing costs -can easily replace and add documents to a presentation -you can add users with different permissions to different sections of the meeting -you can save resources to the resources tab for offline use (no need to access a network drive) -great for meetings when the team is travelling

Cons

-it is not easy to view documents within the software.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Passageways


Thank you for taking the time to review OnBoard! I'm so glad you are happy with the software and that it's helped your team. As for the builder, that can be a bit of a blessing and a curse. It updates, so your board members will have always up-to-date information, but it can be tough for you and it always updating.

Read more
Cherie S.

OnBoard is the best board management software around

2021-07-19

My implementation manager [SENSITIVE CONTENT HIDDEN] is always checking in to see if I need help and making sure that I am aware of new or other features of the platform that are available to me.

Pros

I love using OnBoard for my board management. It is the "go to" place for all of our governance documents, meeting calendars, meeting agendas and attachments.

Cons

At this point, I really don't have anything that I DON'T like about the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joannie S.

Passageways OnBoard Feedback

2020-03-05

The tool have been very helpful in getting information available to users in real time without emailing large files. In addition, the ability to use OnBoard as a document repository has been helpful in making information available to new users.

Pros

I like that it is permission based which allows for flexibility for the different groups that use the tool.

Cons

It would be beneficial if annotations would remain even if that document was updated / replaced with a newer version.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris E.

Excellent Value/Value-Add for Governance Management

2021-03-23

Very pleased with our selection of Passageways OnBoard as our governance management platform.

Pros

The simplicity and intuitive nature of OnBoard has been amazing. As an Administrator I can quickly establish and build meetings, set different viewing options and track important items which are a huge boost to meeting efficiency.

Cons

The only item that I can comment on is the lack of "gallery view" through the Zoom integration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more