How-to
Board
Board is the cadence, meetings, packs, and actions for holdings.
Where it is
Section titled “Where it is”Sidebar, Portfolio Monitoring, then Board.
What you do
Section titled “What you do”Track when a board meets, what pack went out, and which actions came back. The pack files are documents. Actions that a person at the firm must do show up as tasks.
Your own meeting list is Workspace, Meetings. This page is the portfolio board, not your personal calendar.