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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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Agenda Summary

A new committee member just asked me where the simple, high-level meeting agenda summary was without having to flick through all the pages of the meeting pack. There isn't one. This looks like an oversight and opportunity. I ended up writing an ag...
about 5 years ago in Board Pack 6 Shipped

Filter action list in agenda by status

there are some items in our list which are on hold; they haven't been completed, we aren't working on currently but we don't want to delete them as they may be picked back up eventually. Having them show up on the action list every meeting clogs t...
over 5 years ago in Action Items 1 Shipped

Governance Repository Folders visible to staff and board

Dion from TSB trust said their board wanted to cut the size of the pack down. So asked for a repository folder that they could store reference papers i.e. information paper on strategic mapping but that it needed to be available to both board and ...
over 5 years ago in Other Category 0 Shipped

Auto calendar invites

Setting up future meetings in Board Pro is excellent. What would be even better is if an email calendar invites were sent out to attendees. Currently, I'm having to load board meetings in two locations: 1) Board Pro and 2) Outlook.
almost 6 years ago in Other Category 1 Shipped

Minutes vs. Actions emails should perhaps be sent separately

When you've completed the minutes, attendees are often sent multiple action emails and a minutes email hidden in there. See screenshot. It can be very easy for someone to delete the minutes email by mistake as they delete the action items (for tho...
almost 6 years ago in Email Notification 1 Shipped

Video tutorials

I've just loaded four clients onto Board Pro, and they eventually love it, but their first experience isn't great. They start to get bombarded with minutes, agendas, and actions before any training on the fundamentals. I'm having to do this myself...
almost 6 years ago in Other Category 0 Shipped

Access levels in a table format so that they're easier to understand/apply

You paragraph layout below is hard to decipher quickly. Most software uses a table approach to show which functions each access level has access to and not, e.g. Administrator Committee Member Senior Executive Executive/Guest Ed...
almost 6 years ago in Roles and Permissions 1 Shipped

On the Homepage, actions don't link through

All you can do is change the status of actions on the homepage. The title should be hyperlinked so that you can go through to it and add comments.
almost 6 years ago in Action Items 4 Shipped

Import Interests Register

No description provided
almost 6 years ago in Other Category 3 Shipped

Non Meeting Reports/Key information Option

Our Board meets quarterly but we do a monthly "in between meeting" update report that save to the server and email out a link to prompt Board members to read it. It would be great if BoardPro had a section to hold these reports and to automate the...
almost 6 years ago in Document improvements 1 Shipped