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...
This would be typically after the Meeting Close date and would be an area where such items as Governance Documents could be added and carry forward to the next meeting eg Delegated Authorities/Communications rules etc. These may not attach to a sp...
When preparing the minutes and adding in notes, decisions and actions it would be good to be able to move the pop up boxes.
Currently they are fixed and it would be handy to move them to the side, up, down etc, in order to see/expose the text un...
Add additional drop down field in the Agenda builder for items below to easily select for each item and appear in the Agenda Summary Verbal/Paper Decision/Note
At present only documents can be uploaded. It would be useful to be able to provide a link to a web page in the agenda (rather than PDF'ing the article with mixed results and uploading the PDF).
Password protect an item subject to a conflict of interest
Where there is an item to vote on, and there is a conflict of Interest which requires a board member to absent themselves from the meeting, it would be helpful to hide the resolution from them. Is there a way to hide a proposed resolution, board p...
It would be helpful to be able to archive meetings at the end of the fiscal year. They could be added to either a folder under Meetings that you can label 2019-2020 for example
Wen moving between meetings, particularly say to compare notes in meeting minutes it would be nice if the calendar view remembered you current position. At present when you go back to that view it takes you back to today. If you are constantly scr...
Over time I have refined my agendas/approach based on insights gained from others also running board meetings, e.g.
The importance of confirming minutes.
Focusing on profit before sales.
The benefits of a risk register.
Which order to do "Action ...
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