BoardClic

In the short video below, we will demonstrate how to use the BoardClic platform and start your first evaluation.

🎥 Get started with BoardClic

A short summary of how the evaluation process works with BoardClic

How does it work?

Unlocking Success: 5 Tips for Your First BoardClic Evaluation

Email template for communication with participants prior to sending an evaluation

Pre-evaluation communication with participants

View and download the evaluation questions as a pdf

How to view evaluation questions

Discover how to customise your evaluations using BoardClic's evaluation editor.

How to make changes to evaluations

Which board evaluation format to use

Evaluation survey roles

How to review, set-up and send your next evaluation

How to send an evaluation

Users and access levels

Participant invitation email

Get started with BoardClic

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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