Project kickoff
Align on the goal, scope, responsibilities, and the questions to resolve before work begins.
View kickoff template →BOARDMIX · MEETINGS & WORKSHOPS
Online Whiteboard for Meetings & Workshops
Give your team a shared place to think, discuss, and decide. Prepare the agenda, collect ideas, and leave with clear next steps on one collaborative Boardmix canvas.
For remote, hybrid, and in-person sessions. Keep the board alongside your conversation.
- BEFOREArrive with a clear purpose
Put the question, agenda, and reading on the board.
- DURINGMake participation visible
Collect notes, compare ideas, and discuss the trade-offs.
- AFTERKeep the outcome useful
Record decisions, owners, and the next review.
A STARTING POINT FOR EACH CONVERSATION
Choose a meeting or workshop template that fits the task
A kickoff needs scope and responsibilities; a retrospective needs reflection. Start with the structure your session calls for, then adapt the prompts to your team.
Problem-solving workshop
Explore the problem, compare possible causes, and agree on an approach worth testing.
View problem-solving template →
One-on-one meeting
Make space for progress, challenges, feedback, and the support a teammate needs.
Explore one-on-one meetings →
Team retrospective
Reflect on what the team liked, learned, lacked, and longed for, then choose an improvement.
View 4Ls retrospective template →
Onboarding check-in
Review what is ready, what is missing, and what a new teammate needs at each stage.
View onboarding checklist →
Meeting notes & follow-up
Keep the meeting context, decisions, and next actions together for the people doing the work.
View meeting minutes template →HELP THE WHOLE ROOM CONTRIBUTE
Facilitate an interactive workshop, one activity at a time
Let people add their own notes before opening the discussion. Group related ideas, give each activity a time limit, and bring the team back to the same question.
- TimerMake time for individual thinking and keep discussion within the agenda.
- VotingSee which options participants want to discuss. Use the result to guide a conversation, then record the decision and its reasons.
- Presentation modeWalk the group through the board in a deliberate order instead of jumping between unrelated areas.
For sessions focused on generating ideas, explore brainstorming with Boardmix.
FROM AN AGENDA TO A SHARED PLAN
A 30-minute project kickoff, ready to adapt
Example: a team is planning a new customer-onboarding flow. The meeting should settle the first release’s scope and identify the questions that still need an answer.
The agenda
- 5 minFrame the goal
Agree on the user problem and what success would look like.
- 8 minCollect constraints
Add assumptions, dependencies, and questions independently.
- 10 minAgree on scope
Compare options and separate the first release from later ideas.
- 7 minAssign follow-up
Give unresolved questions an owner and agree when to review them.
EXAMPLE MEETING OUTCOME
Customer onboarding · first release
Goal
Help a new workspace owner invite a teammate and create a first shared board.
In scope
Invitation flow, welcome checklist, and an empty-state guide.
For later
Billing changes and a complete redesign of the workspace.
Open question
Which invitation permissions need approval before the pilot?
KEEP THE CONTEXT, NOT JUST THE CALL
One meeting board for preparation, discussion, and follow-up
Put relevant images, documents, links, and notes beside the activity they support. Participants can review the material before the session and return to the same board afterwards.
- Before the session: share the board link, explain the goal, and choose suitable access permissions.
- While you meet: keep your usual video call open alongside Boardmix. Let participants work on the shared board, rather than only watching a screen share.
- Before you finish: separate decisions from open questions. Add an owner and a next review point for each follow-up.
Need collaboration between sessions? See how Boardmix supports hybrid and distributed teamwork.
Questions about online meetings and workshops
How does an online whiteboard help in a meeting?
It gives participants a shared place to contribute and refer back to. Instead of leaving ideas only in the conversation, teams can arrange notes, compare options, and record decisions on a board that remains available after the session.
How do I run an online workshop with Boardmix?
Start with the outcome you need, choose a template or blank board, and prepare an agenda with space for each activity. Share the board with suitable permissions, use the timer to pace the session, and finish by recording decisions and follow-up actions.
Can I use Boardmix with my existing video meeting?
Yes. Keep your video meeting open and share a Boardmix board link with participants. The call carries the conversation while the board holds the ideas and materials. Participants’ ability to view or edit depends on the board’s access settings.
Is Boardmix suitable for remote, hybrid, and in-person workshops?
Yes. Remote participants can contribute to the shared board; a room display can give an in-person group a common view. For hybrid sessions, use the same board and prompts for everyone, and leave time for participants joining remotely to contribute.
Can I use meeting templates for free?
You can start with a free Boardmix account and explore meeting and workshop templates. Features, usage allowances, and collaboration options depend on the plan. See Boardmix pricing for current details.
Where can I learn to use the timer, voting, and presentation tools?
The Boardmix user guide covers the timer, presentation mode, voting, and inviting or sharing with others. Choose the tools that support the activity you are running rather than adding every tool to every session.
MAKE THE NEXT SESSION WORTH ATTENDING
Bring the agenda, the ideas, and the team together
Create a meeting board and give your next conversation a clear starting point.
Create your meeting board