Ideas Portal - BoardPro
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Pinned ideas

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 ...
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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.
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Ideas

    Drag attachments from one agenda item to another

    When building a board pack and you create an agenda item then decide to consolidate it into another you have to delete the documents and then readd them, it would be easier to have the two items open and drag the papers across
    over 3 years ago in Agenda 0

    Public Facing Minutes

    Some of our meetings/minutes/documents we need to be able to share with people who are not on our board and do not want them to have access to our BoardPro account. It would be great to be able to have Public Facing Minutes as an option when this ...
    about 5 years ago in Meeting improvements 0

    Ability to have shareholders loaded on the system for communication

    There is much that we communicate to shareholders that are contained within BoardPro. The ability to send communications and keep those comms contained in BoardPro would be very useful
    almost 7 years ago in Roles and Permissions 1

    Hi there. I'd love a page break abilty, this allowing each Section to start on a fresh page.

    No description provided
    about 6 years ago in Document improvements 1

    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.
    over 4 years ago in Meeting improvements 0

    Email Notification when a vote is cast in the Flying Minutes

    I'm not always "in" BoardPro, so it would be helpful to know I will be notified when an FM has been voted on by everyone so there is no delay in me going in to check and set a status if voting concludes before the set end date/time.
    almost 2 years ago in Flying Minutes 1

    Expurgated / restricted minutes

    Ability to provide expurgated minutes to certain directors who have a conflict of interest, while preventing them from accessing the full minutes.
    over 3 years ago in Minutes 1

    Ability to share notes taken during a meeting

    No description provided
    about 7 years ago in Other Category 0

    Membership category for Executive Assistants and advisors who don't attend meetings

    It would be helpful to be able to designate a category for EAs and advisors who support members and meetings. These staff generally don't attend meetings, but need to be able to review meeting documentation to ensure members have the information t...
    over 3 years ago in Roles and Permissions 1

    Export Action List

    The layout of the action list is long, would like to input as a table either through BoardPro or with the option to export to table.
    over 5 years ago in Board Pack 1