Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a schedule.

Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).  

To create a schedule:

1) Log in to your Board.Vision account using your registered email address and password. 


2) From the left navigation menu, go to Planning & Scheduling, and click on +Add Schedule.



3) On the Add Schedules page, enter the mandatory fields such as Proposed Meeting Name and Deadline.



4) To add participants into this scheduling, scroll down to Add Participants and click on the white box provided.
 

5) A Search to Add Participants window will pop up.



6) Type in the Business User’s name into the white box provided within the Search to Add Participants window. 

 

7) Then, click to select the name, which will be then added into the Add Participants section.



8) If you have created user groups such as committees within your organization, you can add User Groups as Participants.

 

9) Click on the User Groups tab from the Search to Add Participants window. Then, select the user group from the listing. e.g The ‘Directors’ have been added as Participants.



10) To add in proposed meeting dates, scroll down to Proposed Dates and click on +Add Date.



11) On the Add Proposed Dates pop-up window, select the Proposed Date, Start Time and End Time. Then, click on Save and Add Next to add in more proposed dates. You can add up to 10 proposed dates.
 

12) Once all proposed dates have been added, click on Save and Close.



13) Then, click on Activate and Notify.

 


14) Once you have clicked on the Activate and Notify buttona Notification window will pop up.

 

15) You can select to Notify via Email and/or Push Notification.

 

17) From the Participants & EA list, select the names you wish to notifythen click on Confirm.



You have successfully created a schedule.

Congratulations! You have completed the tutorial on how to create a schedule.

To learn how to cancel an existing schedule, check out the How to Cancel an Existing Schedule” tutorial. 

To learn how to change the voting deadline of a schedule, check out the How to Change Voting Deadline of a Schedule” tutorial. 

If you face any issues in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at support@board.vision or +65 69097100 and we will be happy to help. 


Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding weekends and public holidays).