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Chair, Secretary & Treasurer Workspaces
Dedicated workspaces for your Chair, Secretary, Treasurer, and Trustees—each tailored to their own role and responsibilities.
Simple governance for charitable trusts and boards.
Dedicated Chair, Secretary, and Treasurer workspaces with built-in board chat, meeting minutes, action reminders, funding, and compliance in one place.
Built for every role on your board
Everything your Chair, Secretary, Treasurer, and Trustees need, with zero clutter.
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Secretary · Meetings & Minutes
Secretaries prepare agendas, record attendance and resolutions, submit draft minutes for Chair approval, and export clean PDFs.
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Actions & 5-Day Reminders
Turn board decisions into clear action items with owners, due dates, and automatic five-day reminders.
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Board Chat & Notifications
Run direct or whole-board conversations linked to meetings, funding, compliance, and documents, alongside in-app notifications.
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Treasurer · Finance & Funding
Track financial reporting periods, cash and budget positions, Treasurer board reports, and grant funding from application to accountability.
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Compliance, Registers & Documents
Keep statutory filings, conflict declarations, risk and asset registers, and cloud-linked governance documents organised in one place.