Default to send meeting emails to all attendees, not just Board members
Can we setup a default, so that the email notification for a Board meeting goes to all attendees - Board members and non-Board members? At the moment, the non-Board members are regularly forgotten when sending out Boardpack emails
Default sort order of documents to be alpha by TITLE
While we can change the listing to sort by TITLE each time (or enter a word in the search function) they enter the directory, our Directors have asked the question if it could 'default'to alpha order rather than date order. They feel that is more ...
Over time I have refined my agendas/approach based on insights gained from others also running board meetings, e.g.
The importance of confirming minutes.
Focusing on profit before sales.
The benefits of a risk register.
Which order to do "Action ...
When you finish a draft agenda, the terminology and buttons on the pop-up screen start to talk about the Board Pack and it's easy to send the Board Pack by mistake (see attachment). I think a better, more consistent workflow would be:
Chair creat...
Password protect an item subject to a conflict of interest
Where there is an item to vote on, and there is a conflict of Interest which requires a board member to absent themselves from the meeting, it would be helpful to hide the resolution from them. Is there a way to hide a proposed resolution, board p...
It would be helpful to be able to archive meetings at the end of the fiscal year. They could be added to either a folder under Meetings that you can label 2019-2020 for example
Enable meeting rooms to be associated with an email address/Outlook calendar address
When we book a room we then have to go to Outlook to book the meeting room resource. If we could associate an email address in boardPro this would happen automatically
Wen moving between meetings, particularly say to compare notes in meeting minutes it would be nice if the calendar view remembered you current position. At present when you go back to that view it takes you back to today. If you are constantly scr...
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