Ideas Portal - BoardPro
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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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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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All ideas

Showing 363 of 363

Change between Standard Item and Voting Item

Once an agenda item has been drafted as either a standard item or a voting item there is no 'easy' way to convert one to the other. The current work around is to create a new agenda item of the type required and then cut-paste the content, re-atta...
over 2 years ago in Agenda 0

Adding Absent Drop Down to Attendees/Apologies

It is useful to track absent board members without sending an apology (the only way to currently record this is to remove from meeting)
over 2 years ago in Agenda 0

Ability to add select board paper attachments to the minutes

Some documents are useful to refer to when reviewing the minutes & the ability to add agenda documents to the minutes document would be helpful
over 2 years ago in Minutes 0

Universal search terms

The ability to search through attachments when using the search function in the Meeting Documents section. Currently you have the ability to search for a keyword in a title but to have a broader search would be beneficial.
over 2 years ago in Document improvements 0

Between meeting report pack

It would be helpful if the between meeting reports could be organised and downloaded similar to a board pack.
over 2 years ago in Other Category 0

Suggest you create a log for what time supporting material was downloaded and what time board members voted

it is an extra element of due diligence. It is a way that boards can demonstrate that their directors are making decisions based on the provision of good information. Also, if there is a 10 page support material document and the vote was made 20 s...
almost 3 years ago in Other Category 1

Introduce 2 categories of Actions, ie Strategic or Operational

It is common within Board meetings to recommend actions that are Operational but afterwards the Board is often only interested in reviewing/monitoring the progress of actions that are of a Strategic nature. Therefore our Board has requested if Boa...
almost 3 years ago in Action Items 0

Interests Register Export with entity identifier

We have an issue with how the interests register is recorded in BoardPro - principally that people frequently don't record the name of the entity correctly, making automatic data matching very difficult. We have loaded unique government identifier...
over 3 years ago in Interests Register 0

Board members time keeping record for annual reporting purposes

As part of annual reporting requirements, Board members have a responsibility to keep a record of their time spent on board matters - see attachment. It would be ideal if such a tool could be housed within BoardPro (rather than a shared doc) where...
over 3 years ago in  0

Keep copies of recently deleted files and folders -- or a log

Hi, I went to access a folder in my Governance Documents and can't find it. Not sure if the folder was deleted by another user, or if I hadn't actually created it yet. A log of deleted files/folders, or even better, a recycle bin with copies of re...
over 3 years ago in  0