We have an issue with how the interests register is recorded in BoardPro - principally that people frequently don't record the name of the entity correctly, making automatic data matching very difficult. We have loaded unique government identifier...
Ability to confirm minutes in more than one section of the agenda
We have 2 sessions in our meetings. One is Public (where members of the public are invited and where the minutes are published publically) and the other is Public Excluded where confidential and commercially sensitive items are discussed and the m...
Remove any previous Closing Notes from Close Meeting item when cloning an agenda
When you clone an agenda, any notes you might have added to the end of the original are copied across - however, by definition those notes are normally only applicable to a particular meeting and shouldn't be duplicated with the rest of the agenda.
It would be convenient if we were able to copy folders under Governance Docs instead of having to go through the entire process of creating a whole new folder. I find I have a couple of folders that contain the same subfolders.
We have long meeting packs with many discussion items, and some items don't have a paper for discussion. Many of our members print their packs (which are often well over 100 pages) and get confused when they get to an item with no paper. It would ...
I just used your between meeting report function to quickly document an impromptu board meeting on an important funding issue. The meeting itself happened on the fly, evolving out of a conversation.It was easier to use the 'report' function than c...
Enable access staff members to upload their own reports in specified agenda sections without having access to all docs in BoardPro
The administrator role provides too much access for staff members upload their own reports. As the manager uploading reports is one less task that is required of me.
Board members time keeping record for annual reporting purposes
As part of annual reporting requirements, Board members have a responsibility to keep a record of their time spent on board matters - see attachment. It would be ideal if such a tool could be housed within BoardPro (rather than a shared doc) where...
Customer typically has a long agenda with many items.And needs to frequently move things around and re-order.Drag and drop is preferred but is irritating in that they can't drag beyond the visible screen and must drop and scroll and redrag higher ...