Overview

Board Members lets you manage the leadership roster for your district or council. You can add, edit, and remove board members, organize them by term, and keep your records current as leadership changes.

This works the same way as board member management at the unit level, just applied to your district or council board. Keeping an accurate roster helps with governance, communication, and staying compliant without the last-minute scramble.

How to Manage Board Members

1. Go to your district or council dashboard.
2. Click Board Members in the navigation.
3. Use the term filter at the top to choose which term you are viewing.
4. To add someone, click Add Board Member, fill in their details, and save.
5. To edit someone, open their record and update their information.
6. To remove someone, open their record and remove them. Removed members are kept and can be viewed under Removed Board Members.

Board member details

When you add or edit a board member, you can record their name, email, phone, position, and mailing address (address, city, state, and postal code). Keeping email addresses current matters, because they are used for messaging and task notifications across the platform.

Importing Board Members from a Spreadsheet

If you have several board members to add at once, you can import them from a CSV file instead of typing each one.

1. On the Board Members page, open the Import option.
2. Choose the term you are importing into.
3. Click Download Template to get a correctly formatted starter file.
4. Fill in your members in that file, one per row.
5. Upload your completed file and start the import.

The import accepts a CSV file, and the template you download is already set up with the right columns in the right order:

• First Name
• Last Name
• Email
• Phone
• Position
• Address
• City
• State
• Postal Code

Tips for a smooth import

• Start from the downloaded template rather than building your own file. The column order and names need to match.
• The Position value must match a position that already exists for your state PTA (for example, President or Treasurer). If a position name does not match, that row will be flagged so you can fix it.
• If a row has a problem, the import will show you which row needs attention. You can correct your file and upload it again.

Copying a Roster Between Terms

Instead of re-entering everyone each year, you can copy a roster from one term to another. In both cases you choose which members to copy, and you can review and adjust everything afterward.

Copy from a previous term

If your current or upcoming term has no board members yet, you can copy members from a previous term to get a head start.

1. On the Board Members page, choose Copy Board Members.
2. Select which members to copy from the previous term.
3. Copy them in, then update anyone whose position has changed.

This option is only offered when the current or upcoming term does not already have board members.

Copy forward to the next term (seasonal)

When it is time to set up next year’s board, you can copy your current members forward into the next term using Copy Board Members to Next Term.

Two things to know about this option:

• It is only available during a set window: from March 1 through the end of your current fiscal year. Outside that window, the copy-forward option is not available.
• It only copies forward if the next term does not already have board members.

After copying forward, review the new term and update any positions or people that are changing.

Tips

• At the start of a new term, copy your roster and then update only the positions that changed. That is much faster than starting from scratch.
• You can download your current roster as a spreadsheet from the Board Members page for reporting or to use as a reference before annual meetings.
• Keep email addresses up to date so messages and task reminders reach the right people.