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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

Lock the formatting / menu bar so it is always visible in the editing window

When a long agenda item is entered which causes the "Purpose" window to scroll, the formatting and file menus scroll off-screen. This makes it more difficult to format text towards the end of the entry. It would be useful if the the formatting opt...
almost 5 years ago in Agenda 0

Ability to download agenda and minutes as one document

We recently had to provide a copy of our meeting records to an external governance provider and the only way I could do this was to separately download the agenda and the minutes for each meeting which then have to be matched meeting by meeting.
almost 5 years ago in Agenda 0

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...
about 5 years ago in Minutes 0

tagging option

A tagging option so board members can be notified when a comment is left in eg: between board meeting reports.
about 5 years ago in Document improvements 0

In the meeting view have an option to download all documents, and the ability to drag/drop documents out

I often like to have documents seperate for reviewing rather than in a single "Board Pack". In the meeting view where you can see all documents related to a meeting it would be great to have a "Download All" button to get all documents. It would a...
about 5 years ago in Document improvements 0

Positioning of menu could be at the users discretion - ie top or side. This would provide more reading room.

Diligent provide this option which I like. Thank you
about 5 years ago in  0

Use Roman letters instead of numbers on the agenda

It would be nice to be able to use roman numerals instead of numbers. Have a choice which you prefer to use.
about 5 years ago in Agenda 0

Auto advance to the next document in the board pack once you mark a document as read

I’m working from a board pack on my iPad. When I mark a document as read in the upper right hand corner, it would be ideal if BoardPro then auto advanced/loaded the next document in the board pack.
about 5 years ago in Board Pack 0

Search meeting documents by type

Right now on the Meeting Document page if you put a key word into the search it lists everywhere that word is found (meeting, agenda document, decision, action etc.) It would be useful if that could then be sorted to search for example just as a d...
over 5 years ago in Document improvements 0

Ability to group several actions under one person

Some minutes have the actions collated at the bottom of a section, grouped into each person. This helps people to see who's doing what more easily and avoids duplication. However it is tricky to set this up in Boardpro, especially with the limitat...
over 5 years ago in Action Items 0