Ensure AGM action items roll over to the next AGM not the next meeting.
An AGM action is not appropriate for a Board meeting and should be kept separate. A suitable due date applied will prevent the item from being lost before the next AGM!!
Best-practice task management platforms are always on. BoardPro is only on for one-day/month when you meet. This is a major weakness in the product compared to indirect competitors like Asana, Monday, Trello etc. You've just added inter-meeting re...
Ability to add a document to, or via an Action item
Actions often involve the creation of a document external to boardPro (a Word doc or an excel file or an email etc). This document is the 'proof' or the output of the Action. Users want to be able to attach this to the Action item so that in futur...
Actions are not created equal, e.g. "Countdown ranging proposal" is far more important than "Add stock turn into sales report". Outlook uses standard or high priority which is ok. I prefer a 3-point scale: High, Medium, Low.
Ability to duplicate an action and then simply assign to another person
Often we need an action such as "provide your report on xyz to abc by date" and multiple board members are required to do that action (not necessarily on the same team so different to assigning the action to several owners also want the individual...
It would be helpful to be able to download the Action List not by date but by meeting. Currently they can be included on the Minutes and when building an agenda you can definitely sort via date but if you just want to focus on a specific meeting y...
When sending out a manual "Send Reminder" action email, it would be helpful to be able to see the email messages sent with the reminder. Would this be possible?
We require the ability to change the order of the action list, and how it comes up when exporting. This should be made possible with either a drag and drop or a numbering function
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