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Pinned ideas

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.
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 ...

Ideas

Offline mode for the iOS app

It would be great to be able to use BoardPro Notes on my iPad , because sometimes the meetings are not in a place where there is Internet, or I'm travelling.
over 4 years ago in Offline Mode 4

Greater functionality with building the agenda

Would be really helpful if we could do things like: drag and drop sections in the agenda (instead of just move up or down) drag and drop attachments from within one agenda item, to another be able to add attachments directly to sections (sometimes...
almost 6 years ago in Agenda 0

Ability to change order of action list

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
about 6 years ago in Action Items 1

Ability to undertake Board Effectiveness Surveys within BoardPro

Given that a Board should conduct evaluation on an annual (or biennial) basis, it would be beneficial to be able to conduct this process within BoardPro. I have seen this functionality in another Board software solution.
almost 4 years ago in Other Category 1

Signature Function for those who are not Board Members

The Signature Function should allow the Corporate Secretary, an Officer, not a Director, to Sign Minutes. There are other occasions when the CFO also needs to sign. Maybe flag in People profile, list as signer
3 months ago in E-Signatures 0

Add Images to Minutes

Attaching files is good, but it would be helpful to be able to place images directly into text boxes, e.g. notes/decisions/actions. This could be a diagram, or photo of a whiteboard discussion.
about 8 years ago in Minutes 8

Simplify sharing minutes with auditors

As a board administrator, it is time-consuming to download all the minutes for an auditor, so it would be great if you could make it easier with either a single link to share all minutes, or produce an auditor pack that could be shared with the au...
over 7 years ago in Minutes 1

Noting changes to Board packs

When subsequent information is added to an agenda and a Board pack is reproduced as a subsequent version would it be possible to include in the email the item number of the additions
over 8 years ago in Email Notification 1 Planned

Attach documents to Minutes

Sometimes the Minutes need more than text, and it would be good to be able to attach documents to a Minute item. Decisions - the signed resolution Notes - anything Actions - anything
over 9 years ago in Meeting improvements 10

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...
about 8 years ago in Action Items 1