Once your settings are configured, you're ready to create a board packet.
Every board packet begins with a task. During task creation, you'll select the association, choose a board packet setting or a one-off report, and define the meeting date and reporting period Cephai uses to generate the packet.
Follow these steps to create a board packet:
In the Cephai Task Center, click Create new task.
OR
In CINC with universal navigation, go to Cephai > Create new task.
On the Create new task slide-out, complete the required information.
Task Type: Select Board Packet.
Select HOA: Select which association the task is for.
Board Packet Type: Select a board packet setting or One-off Report. One-off reports are blank and their settings do not save.
Board Packet Title: Enter a title.
Date of Meeting: Select the date for the board meeting.
Reporting Period: Select how the date range applies and then select the actual date ranges:
Same Range for All Reports: Every report included in the packet uses one identical date range. For example, all reports cover January 2026.
Custom Range Per Report: You set a different date range for each individual report in the packet. For example, the financial report covers Q1, but the membership report covers the last 12 months.
Upload any supporting documents, if necessary.
If you selected a board packet setting, click Create Task. If you selected One-off Report, click Proceed to select reports, and choose which reports to include in the board packet.
The task displays as Pending while Cephai generates the packet.
Note: Only two board packets can generate at once due to processing limits. This doesn't cap how many you can have, just how many generate simultaneously. A generating board packet displays Preparing Board Packet on its Task Center card.