Question 1

How does CharterSteward help boards prepare agendas and packets?

Accepted Answer

For an eligible planned meeting within seven days, a meeting manager can send an in-app reminder to an assigned agenda-item owner when that owner's reminder preference is enabled. If approval is required, the packet waits for the required approval before publication. When publication email notifications are enabled, the configured audience receives an email after publication. If the organization's follow-up reminder rule is enabled, an eligible planned meeting with an unpublished packet can also trigger an in-app reminder to its meeting owner.

Question 2

How can we keep grant deadlines and status visible?

Accepted Answer

Record each grant’s application and reporting dates and update its status: Draft, Submitted, Awarded, Reporting, or Closed. Saved deadlines appear as Overdue, Due soon, or Upcoming. Review grants in a list or monthly calendar; organizations set the lead time for in-app deadline reminders, and each member can choose whether to receive those notifications. Grant records can link to capital projects in the workspace, but this does not connect to an external grant system.

Question 3

How can we compare budgeted amounts with spending entered?

Accepted Answer

The fiscal-year budget view compares budgeted amounts with actual spending entered and summarizes whether entered amounts are under, over, or matching budget. It reflects the records entered in the workspace; it is not complete accounting or a financial result.

Question 4

What does the cash-flow projection include, and what does it not show?

Accepted Answer

The planning projection places awarded grant amounts on their recorded due dates and spreads budget-line forecast values across fiscal months. It starts at $0 because the workspace has no opening-balance field. It is not live cash on hand or a guaranteed outcome.

Question 5

What can we track for capital projects?

Accepted Answer

Record a planned budget and actual amount, add dated milestones, mark milestones complete, and set the project status. You can link a project to grant records in the workspace. Progress reflects what the team records and is not monitored automatically; grant links do not connect to an external grant system.

Answers for small public and nonprofit boards.

Find the answer that fits your workflow.

Meetings and packets

Grants and deadlines

Budgets and cash flow

Capital projects