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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Showing 363 of 363

Bulk upload from spreadsheet

The ability to upload board members in bulk when you first set up the Board or Committee, including their conflicts of interest.
over 2 years ago in Other Category 0

Resolutions feature to add a unique number to capture against the motion.

Each resolution would normally have it's own unique number for the decision number and the year.....i.e the first meeting of the year, the first resolution would be 01/2021. Each individual entity should also have individual numbering....(so we wo...
over 2 years ago in Minutes 0

Giving more functionality to the text box for the guest field.

I am pasting some text from a Word document into the "Guest" section of the minutes that has portions in brackets that are in italics. It keeps the formatting when I paste it into the "Notes" section below it but not in the "Guest" section. I usua...
over 2 years ago in Minutes 0

Create Appendix for Correspondence

Instead of clogging the Agenda / Board Pack with reams of inwards correspondence to read, rather have a separate place or appendix that they can go to, to view / read the correspondence.
about 4 years ago in Agenda 1

Add additional Automated Emails

Our process for meetings is to put a call out for agenda items and related board paper due date (say 10 days before meeting) a reminder between 5-7 days out that board papers are now due and the meeting is set for, then the day before the meeting ...
about 4 years ago in Agenda / Email Notification 0

tagging option

A tagging option so board members can be notified when a comment is left in eg: between board meeting reports.
almost 3 years ago in Document improvements 0

More control over action reminders

Can we please control when the final reminder is sent out. A reminder the day before being due would be more useful for most of my clients.
about 4 years ago in Action Items 0

In the meeting view have an option to download all documents, and the ability to drag/drop documents out

I often like to have documents seperate for reviewing rather than in a single "Board Pack". In the meeting view where you can see all documents related to a meeting it would be great to have a "Download All" button to get all documents. It would a...
almost 3 years ago in Document improvements 0

Public notes available in take minutes mode

Once we get public/shared notes on the board pack, attach these to the agenda/minutes back end so that the board secretary can view them when in take minutes mode
over 1 year ago in Collaboration 0

Review and approve draft minutes through boardpro

In terms of getting minutes from draft to ready for confirmation, I generally do the following 1. download and send via email to the CE (or print hardcopy and manually enter edits). 2. once CE edits are made, once again download and send to the ...
over 5 years ago in Meeting improvements 0