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Ideas Portal - BoardPro
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Meeting improvements

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...
almost 5 years ago in Minutes 0

Remove date and signature field from minutes

Some organisations are not required to have minutes physically signed and dated, include an option to remove this.
almost 7 years ago in Minutes 0

Drag Sharepoint documents into the agenda

No description provided
over 3 years ago in Agenda 0

Adding and APPENDEX option

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...
over 7 years ago in Agenda 0

Ability to move 'Add Note', 'Add Decision', 'Add Action' pop-up boxes

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...
over 9 years ago in Meeting improvements 0

Manually added notes or free text

It would be useful to be able to add manual notes or free text to all the sections, opposed to always having to upload files/documents. Noting the 'Title' and 'Purpose' sections are free text, however it would be good to add detail in another sect...
over 9 years ago in Meeting improvements 0

Meeting Decline Notification

If a Director declines a meeting request then the administrator or organiser of the meeting is emailed immediately. I have set up a full years worth of meeting dates to allow the board to put them in the calendar now. The only way at the moment to...
almost 6 years ago in Meeting improvements 1

Restrict Meetings to those only added to Attendees List

We have people in our organization that we need for them to be able to add documents and other areas of the platform but who do not need to be at meetings or view specific meetings. Limiting the meeting agenda/documents/minutes to only those added...
almost 2 years ago in Meeting improvements 0

Let the meeting administrator/chair control when the board can vote during the meeting.

If a vote is added to an agenda, voting will open when the Chair or Admin opens the vote. With the current voting function, the board member can vote any time as soon as the minutes move into Draft Minutes but often, the admin or chair wants to di...
about 4 years ago in Meeting improvements 0

Ability to view all documents in the Document Repository when adding it to the agenda

The problem I need to remember the document's name if I want to add an existing governance doc to the agenda (see the attached screenshot). It would be more convenient if I can Search documents by keywords Browse all documents in the Document Repo...
about 4 years ago in Agenda 1