# Page 28 | OnBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 28 - Is OnBoard the right Board Management solution for you? Explore 1055 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews --- OnBoard 4.7 (1055) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 15th, 2026 # Page 28 - Reviews of OnBoard ## Showing most helpful reviews Showing 676-700 of 1055 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer President of the Board Non-Profit Organization Management Used the software for: Less than 6 months ### "Easy to Learn and Use" March 7, 2019 5.0 I wanted to make teleconference board meetings easier for the board members. OnBoard makes it easy to disseminate information for upcoming meetings, while keep past meetings information available any time a board member wants to refer back to it. OnBoard works better than I anticipated. Pros OnBoard Board Portal is intuitive. I really like the graphic user interface. If you have used any Windows or Apple PCs or devices the OnBoard Board Portal will seem second nature within minutes of signing on. Cons Not a con, rather an observation. Older board members that lack practical tech knowledge and are not daily users of technology might push back on any new technology being implemented. Review Source Response from OnBoard September 5, 2019 Thank you for taking the time to review OnBoard! We are thrilled you are finding it easy to use. We strive for 100% board adoption and are happy to conduct personal training for any of your board members. BS Brian S. President Banking Used the software for: 2+ years ### "Great time saver" August 25, 2020 5.0 The experience has been excellent. We have Board Members that can now access information remotely with no need for us to get packets to them in person. With Covid-19 it has also allowed us to organize more meetings than just the Board meetings that we originally started with. Pros This software has given us the ability to adjust board packets up to the minute without having to mail or email new information. Cons Nothing comes to mind. We find the information and system to be very user friendly with plenty of offerings and resources. Review Source LG Levi G. Butler County Coordinator Non-Profit Organization Management Used the software for: Less than 6 months ### "A Great Software for a New Nonprofit!" August 4, 2020 4.0 Pros OnBoard was very easy to get up and running. The team of customer support staff is top-notch. Our board members found the software easy to use and a great alternative to our old methods of shared Google Drive folders. OnBoard takes away the hassle of putting together board books together with their features of using past books to make new ones. We can't wait to continuing using the software as our organization grows. Cons Be cautious of the features that are included in your purchased package. The first few days we had all the features unlocked and then without noticed they became locked and we were told to look at our plan. However, the core features are still available, but while using the software you are under the impression that everything is available to you. Review Source JS Joannie S. Business Operations Assistant Information Technology and Services Used the software for: 6-12 months ### "Passageways OnBoard Feedback" March 5, 2020 4.0 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 The product is easy to use and very intuitive. 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. Review Source TK Tanya K. Executive Assistant Non-Profit Organization Management Used the software for: 2+ years ### "Great Board Portal" August 25, 2020 5.0 While I do not use all the capabilities of the onBoard software, what we do use is very simple for our board members and very easy to use as the administrator. Pros The software is very user friendly and was easy to roll out to my board members. Even my less tech savvy board members are able to maneuver through it with ease. Cons Nothing really stands out other than it was something new for our board members and I had to get their buy-in. Review Source KW Korrina W. Manager, Marketing & Communications Oil & Energy Used the software for: 6-12 months ### "We are on board for OnBoard" June 3, 2020 5.0 Good experience overall, customer service was excellent, quick responses when we ran into issues. Pros I liked the ease of copying previous agendas, and then being able to just drag in the new files when creating a new meeting. This sped up the time it took to build meeting books and also saved us a lot of time printing. Cons We had some difficulties with adding in 11x17 sized pages and with adding in excel sheets with multiple tabs of information. Review Source LH Laurel H. Assistant Secretary Higher Education Used the software for: 2+ years ### "Great product!" July 1, 2019 5.0 Overall, I have truly enjoyed working with OnBoard and find their team to be most helpful. Pros OnBoard is user-friendly. Also loading materials in OnBoard is fast and easy. Cons I wish additional outline formats were available to choose. Review Source Response from OnBoard September 5, 2019 Thank you for taking the time to review OnBoard! I'm glad that ease of use is really coming across for you. For outlines, you can always input everything into Word and upload it seamlessly. Hope that helps! sT sara T. Executive Director Utilities Used the software for: 6-12 months ### "OnBoard" November 7, 2019 4.0 Pros It's collaborative, I can make edits at the same time other users are in the board book. I can easily insert or remove slides or documents where before we worked with PDF versions. This is so much more convenient! Cons Sometimes the publishing of documents can be confusing. Review Source Response from OnBoard November 8, 2019 Thank you for taking the time to review OnBoard! It's good to hear that you appreciate the updates that we push through and that it's more convenient than previous methods. If you feel like you need more training, we are always here to assist! AM Anne M. VP Legal Real Estate Used the software for: Less than 6 months ### "Excellent cost-effective board management solution" February 7, 2022 5.0 Pros Very easy to use, has all the features of some of the bigger name board management software programs without the cost. Cons Very happy with all the features. No cons. Alternatives considered [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)[Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)[Boardable](https://www.capterra.com/p/221109/Boardable/) Reason for choosing OnBoard Cost and ease of use. Review Source JC Julie C. Board and Management Liaison Non-Profit Organization Management Used the software for: 1-2 years ### "OnBoard Review" November 12, 2019 3.0 Pros I really like the copy feature for meetings and surveys. Cons You can't send emails directly from the software on you laptop. Review Source Response from OnBoard November 14, 2019 Thank you for taking the time to review OnBoard! I'm happy to see that you are enjoying some of the many features the software has to offer. That's good feedback about emails directly out of OnBoard, and I will ask Product about it. DH Deirdre H. Board liaison Non-Profit Organization Management Used the software for: 6-12 months ### "Product review." June 11, 2020 5.0 Overall, my experience has been incredibly positive. All facets of implementation have been seamless. OnBoard staff have been superb. \[SENSITIVE CONTENT HIDDEN\] has been very responsive and tremendously helpful. Pros Integration has been very easy. I love the fact that the software is extremely intuitive. Cons One minor issue--the naming/editing function seems slow. Reason for choosing OnBoard We chose OnBoard because of the site agility, ease of use, and all of the functionality. Review Source JW Joannae W. Executive Assistant Banking Used the software for: 2+ years ### "OnBoard" November 8, 2019 5.0 Very good experience. The staff is very helpful when I have to call. Pros Very easy for Directors to use and the savings in paper. Cons I get used to the software and they make updates, which I should appreciate but a little frustrating. Review Source Response from OnBoard November 11, 2019 Thank you for taking the time to review OnBoard! That's great that you are saving paper and that your directors are finding it easy to use. As for updates, if you ever feel like you need instruction on the new features of an update, please let your Customer Success Manager know, who will be able to assist you. YK Yana K. Senior Auditor Financial Services Used the software for: 1-2 years ### "Files and Calendar" January 22, 2020 4.0 Pros It accepts any format files which are easy to place in the agenda. Cons It does not display a calendar showing all the meetings. I wish there was a calendar scrolling thu which can show the meetings from the past and future. Also, I wish the agenda is printable. Review Source SM Scott M. Lending Manager Banking Used the software for: 2+ years ### "Great Meeting Management Product" February 17, 2022 5.0 Pros I like that I can combine all of my files into one place, and in the order I want them to be in. It helps make meetings more organized. My users can also log into OnBoard before the meeting to review the material. Cons I don't have any features that I dislike. Review Source HP Heather P. Assistant to the President/CEO Banking Used the software for: 6-12 months ### "Great Portal for committee & board meetings. " June 3, 2020 4.0 OnBoard has been great for our organization and all users enjoy it. Customer service has always been helpful and efficient. Pros OnBoard is very user friendly. I like that you can switch out a PDF and it builds the book for you without you having to manually go in and organize docs. Also, it's very helpful that you can copy meetings and all settings carry over to the new meeting! Cons The Zoom/OnBoard integration had issues when used together. Review Source MS Mallory S. Executive Collaboration Partner Human Resources Used the software for: Less than 6 months ### "Love OnBoard!" February 22, 2021 4.0 Pros I love how user-friendly and intuitive the platform is - it was really easy to learn how to navigate OnBoard and utilize all of the tools within the platform. On the admin side, it was also very easy to get everything set up when we implemented OnBoard and I never felt confused or frustrated when getting everything set up in implementation. I think the look and feel of the platform is perfect for this new digital age and overall OnBoard has been a great resource as our new Board portal thus far. Cons There really are no cons with OnBoard. The only thing I will say I wish the platform offered is more functionalities with the customization of the main dashboard. It would be great if we could make the different widgets different sizes, change the fonts, or make pictures bigger that we attach to the widgets just to make the dashboard more aesthetically pleasing. Other than that, I can't think of any cons! Review Source DW Darrell W. Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "OnBoard is Great! " March 9, 2019 5.0 It has been very positive. When we have questions/issues they are quick to respond. Pros OnBoard provides us with a place to put important documents so all Board members have access to them and we can send out agendas prior to Board meetings with all the reports attached so Board members can be prepared when they arrive. Cons Can't think of anything right now. The only problem we have is when everyone is trying to log on at the same time in a meeting but that is because of our internet - not a reflection on OnBoard. Review Source Response from OnBoard September 5, 2019 Thank so much for taking the time to review OnBoard! I'm happy it's doing so well for you. If you ever need anything, please let us know. SP Stephania P. Governance Coordinator Non-Profit Organization Management Used the software for: 6-12 months ### "OPPI Review" March 19, 2021 3.0 Pros The set up of the agenda within the meeting invite. Cons The minute builder. While it does have spell check now, it doesn't have grammar check and if copied into Word, the functions word provides to edit, do not work. Review Source DW Dianna W. Medical Staff Coordinator/ Exec Asst. to CEO Hospital & Health Care Used the software for: 1-2 years ### "OnBoard Review" January 23, 2020 4.0 The software has given the ability to house all the meetings and minutes in one location. Pros The ease of building a meeting packet ahead of time. Cons The software can not keep up with the speed an individual is typing, causing some line items to be deleted or missing information. Review Source NN Nicole N. Administrative Associate Executive Office Used the software for: 6-12 months ### "Ease of use" August 25, 2020 5.0 Pros The ability to create groups, to make certain items viewable only to certain parties, and the fact that this product will send e-mails to those that use it. Cons The product is often slow when items and/or meeting texts are edited. The process for this is slow and sometimes doesn't ping exactly where your text is and sometimes you'll find your text at the end of the paragraph, not where you needed it to me. Review Source CL Curtis L. Project Coordinator and IT Administrator Banking Used the software for: 2+ years ### "Perfect for creating agendas" May 17, 2021 5.0 Their support has been great in helping me with any issues I have, and that has been very few and far between. Pros The ease of which I can put together a packet for review. The drag and drop capability when reorganizing the agenda sections. Cons It could use an autosave feature. When I make changes, I sometimes switch focus for a bit and work on something else,, and may forget to save my changes. It would be great to be able to choose autosave so I wouldn't have to remember. Review Source MP Marina P. Executive Support Specialist Insurance Used the software for: 1-2 years ### "OnBoard" January 23, 2020 5.0 We have switched to Onboard from another platform, extremely happy. Very easy to use , fast software and downloads. I have nothing but great things to say. Pros User Friendly, outstanding customer service Cons Administrator cannot make changes on the members accounts ( email , name change etc ) Review Source KM Kerry M. CEO Executive Office Used the software for: 2+ years ### "OnBoard Review" July 10, 2020 5.0 Great! Pros We reviewed four Board products. OnBoard was the most cost effective and one of the most user friendly. Simple for anyone to use and our Board, with varying levels of technical ability appreciate the ease. In addition, the ability to build out the Board Book simply and print for those who still want to a hard copy was incredibly valuable! Cons Some of our budget templates were built in Adobe Livewire which isn't an allowable program. Review Source LF Lisa F. Vice President Banking Used the software for: 1-2 years ### "Efficient and Easy to Use" January 24, 2020 5.0 I love the ability to access archived reports easily. I love that I can download the whole book or just the agenda. It has saved so much time in creating our monthly board packets. Pros I love that I can copy last months agenda without having to recreate one each month. 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. It's a nice feature and I would love to see more functionality such as responding with questions before approving. Reason for choosing OnBoard We chose this product based on references we received from other credit unions and Cuna. Review Source MM Margie M. Admin Support Specialist Government Administration Used the software for: 1-2 years ### "OnBoard" June 11, 2021 4.0 Good communication tool to have Board/Committee members access to reports. Pros Ease of sharing meeting materials, uploading items are rather simple. Cons I would like the default for viewing item to have most current item first instead of last. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.