Ideas Portal - BoardPro
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PINNED Flying Minutes appear in the Agenda/Board Pack
We like to review/recap the Flying Minutes that have taken place since the last meeting. Currently there is no way to easily include these in the Agenda/Board Pack, they only appear in the Minutes which are distributed after the meeting. It would ...
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PINNED Confirm Minutes before the next meeting
Our board does not meet every month so minutes wait a long time for confirmation. It would be better if we could confirm minutes before the next meeting while everyone's memory is still fresh, such as through a Flying Minute.
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All ideas

Showing 433 of 433

Order the People list page in hierarchical order

Currently, people on the People List page are added alphabetically. It would be helpful if we could drag and drop them in hierarchical order (Chair first, CFO, etc)
4 months ago in Other Category 0

Track changes to Interest Register

We know that the whole list is shown at each meeting. But how do Trustees know changes have been made without having to read the entire register every time? It would be helpful if the changes were highlighted or marked " New."
8 months ago in Interests Register 0

Interest Register upload

The option of adding extra entries at the time without typing the directors name each time. Re: initial set up
over 6 years ago in Other Category 2

Ability to sort the order of Governance document folders other than by A-Z

Would like to rank folders by relevance i.e An archive folder at bottom of selection, and a Review Required at the top. Ability to move folders ( similar to re-ordering actions & decisions when drafting minutes) would be ideal.
over 5 years ago in Document improvements 2

Add or Sort People into a Group

Often, in meetings, we will assign actions to groups of people. Instead of signing the action to individual users (add 6-8 names), it would be helpful to create a group of people so I could add the group to the action instead. This could also work...
4 months ago in Other Category 0

Option to make Minute Signing Mandatory

On the Organisation Settings page, have a default setting you can toggle to make signing Minutes mandatory. Sometimes, in meetings when things are a bit rushed or others are filling in, the option to add signatures is missed, so it would be helpfu...
4 months ago in Minutes 0

Add Titles for Meeting Attendees

Besides Chair or Board Member, in addition to the person's name, adding their titles, e.g., CFO, Board Observer, or Business Director, would also be great. Being able to choose if you want to bring that title across with them to any committee woul...
about 1 year ago in Other Category 0

Export Minutes in a Word format

As a board secretary, I would like the option to be able to download minutes in a Word format.
about 9 years ago in  2

Take minutes while reading agenda item

As a minute taker there seems to be no simple way to read the agenda item. Would be good to do both without split screen or tabs
over 4 years ago in Minutes 1

Access to Historical Board/Committee papers - when newly appointed members join

It would be beneficial to have an "active from" date for appointment of committee members, to restrict access to potentially years of prior Board/Committee papers which they weren't involved in at the time.
over 6 years ago in Roles and Permissions 1