Often in a Board Meeting, you come up with great actions, ideas, or projects, but they're not a priority right now. When you set these up as actions with a future date, it makes your Action list area really messy to update. And if you store these ...
Move meeting from one 'area' to another eg. to a different committee
The ability to move a meeting from one area or 'tab' to another without deleting and redoing - eg. a meeting for the Trust Committee was set up, invites & agenda sent from the Board area, when it should sit under the Trust Committee area.
Agenda to include if a matter is for approval or noting
It would be useful to state whether an agenda item is for noting or approval. The Agenda is a bit rudimentary and better margin and tab settings for each sub section could make it neater. While it does show who is responsible for an agenda item, i...
Whether for Board or Committee meetings only the designation of the Chair is shown in the documents. Why can't the roles of each attendee be shown as this is important information for these documents (and Auditors) especially if roles change.
To use BP for external/internal client meetings it would be good to be able to customize the front page, e.g. delete "Board Pack" and Company Name Ltd trading as name.
Being able to replace this text/these fields with a meeting specific title woul...
This would be really useful when the meeting does not follow the order of the original agenda. Locking the agenda numbering would allow the minutes to be be numbered the same as the BoardPack and Agenda.
Rolling over an agenda item and documents from meeting to meeting
Is there away to tag an agenda item from a previous meeting to come through to the next meeting with all the attached documents also.
As a school. there are a few standard items the happen each meeting under 'compliance / self review' having the...
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