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Email templates - reports and agenda items

Ability to set up auto email/notice templates, for example: - two weeks before a meeting date a notice/email is sent out asking for committee reports to be returned and agenda items for inclusion - reminder email X number of days before meeting
over 3 years ago in Email Notification 0

Allow copying attachments to Cloned Agenda

We would like to have the option to include attachments to items copy when you clone an agenda. We had to cancel a meeting and it would have been helpful to have the option to copy attachments to the new agenda instead of having to re-import them.
about 1 year ago in Agenda 0

Rolling over an agenda item and documents from meeting to meeting

Is there away to tag an agenda item from a previous meeting to come through to the next meeting with all the attached documents also. As a school. there are a few standard items the happen each meeting under 'compliance / self review' having the...
almost 7 years ago in Meeting improvements 4

Attach automated meeting invite to the outlook calendar invite - to retain format, notes and user entered text.

Currently when you accept the outlook calendar invite the original email with clear details of the meeting (including notes) is lost. The automated meeting notice is great but it's shame to lose this good information & format when the invite i...
over 4 years ago in Email Notification 0

Note discussion between a Chair and CEO that is not part of a meeting but is recorded

It would be useful to be able to have a record of a discussion between the Chair and CEO that occurs not during a meeting but does have an outcome recorded as a decision. Perhaps this could be found under Between Meetings -and just like a Flying M...
over 3 years ago in Other Category 0

Have the Vote Agenda item be opened at a specific time

Currently, a vote is open once the meeting is moved into Draft Minutes. It would be better if there was a toggle on the agenda item that the Chair or Admin could switch on for allowing the vote to be open -thus being able to control the vote better.
over 2 years ago in Minutes 0

Hide the vote numbers while motion is open

When we are doing a vote and it is open, if a board member is in the agenda they can see the tally of numbers which could influence them. It would be better if that number of vote counts was hidden until after the vote was closed.
over 2 years ago in Minutes 0

Shorter minutes

Formatting of reports ie. Agenda and minutes Potentially could there be a standard and compact version, with the compact having mover and seconder, approved on the same line... Tighter margins etc
about 7 years ago in Document improvements 1 Will not implement

Agenda Purpose information to show up in Board Minutes

I currently use the purpose section to highlight any information we would like to discuss at the meeting and this is also a great place to bullet point information from a previous committee meeting. I have to copy and paste this information and pu...
almost 6 years ago in Minutes 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...
over 3 years ago in Agenda 0