To use BP for external/internal client meetings it would be good to be able to customize the front page, e.g. delete "Board Pack" and Company Name Ltd trading as name.
Being able to replace this text/these fields with a meeting specific title woul...
Easily move a document from the Agenda to the Governance Documents section
when a key document is brought before the board for discussion and approval, there are some key documents that you would want to be able to "move to" a governance documents folder.
We often have actions for management that result from the board meeting and rather than clutter up the Board action list, I end up typing 'action' in red caps beside it in the notes section of the action. This can sometimes get missed, so it would...
Be able to search over the full program via keywords and have the results found sorted into actions resolutions notes documents Also have the existing search features, so for example if you know what you are looking for is an: action you can go to...
Remove people from the movers/seconders and action items if they are an apology to the meeting
It would be much simpler to use the movers/seconders/action items people drops downs if people who were listed as an apology to the meeting, or where not invited, did not appear in the list. We have different people taking minutes and it would red...
This would be really useful when the meeting does not follow the order of the original agenda. Locking the agenda numbering would allow the minutes to be be numbered the same as the BoardPack and Agenda.
Search across both passed and not passed resolutions in decision register
It would be good to be able to search decisions register for ALL decisions (with ability to filter those passed and not passed) this would be good for clarity of data as well as the ease of looking over past resolutions presented, no matter the ou...
Sometimes, you need to shift action points between meetings so that they belong to the right person. BoardPro doesn't allow for this currently. You have to delete and create actions again... AND raise those actions inside a board meeting. This rel...
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