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Ideas Portal - BoardPro



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Change between Standard Item and Voting Item

Once an agenda item has been drafted as either a standard item or a voting item there is no 'easy' way to convert one to the other. The current work around is to create a new agenda item of the type required and then cut-paste the content, re-atta...
over 1 year ago in Agenda 0

Insert time zone after meeting time on agenda

On the final agenda (and minutes), the time zone (eg AEST) is stated after the date. Could this also be inserted after the time? We have directors over multiple time zones and it can be confusing when they overlook the time zone attached to the da...
7 months ago in Agenda 1 Planned

Allow a vote to be added to an existing Agenda item - instead of creating a new one

We have situations that through the discussion it is determined that a vote needs to be cast and then have to add a new agenda item which alters the minutes from the original board pack. To enable a vote to be cast to an existing agenda item, woul...
about 1 year ago in Agenda 0

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...
about 1 year ago in Agenda 0

Ability to view all documents in the Document Repository when adding it to the agenda

The problem I need to remember the document's name if I want to add an existing governance doc to the agenda (see the attached screenshot). It would be more convenient if I can Search documents by keywords Browse all documents in the Document Repo...
8 months ago in Agenda 1

Carry through documents when duplicating last meeting for carry over items

Currently when duplicating the last meeting to form next meeting item it carries over all items which can be easily deleted/edited to form next agenda. This means that any item that is carried over is already in this agenda however the document do...
9 months ago in Agenda 1

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...
over 1 year 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.
over 1 year ago in Agenda 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.
over 1 year ago in Agenda 0

Additional Headers in the Agenda

Add additional drop down field in the Agenda builder for items below to easily select for each item and appear in the Agenda Summary Verbal/Paper Decision/Note
about 2 years ago in Agenda 0