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Hide Specific pages/information

It would be valuable to be able to hide specific pages within BoardPro or restrict access to some people or roles. For example, regarding GDPR privacy laws, the People List page lists the names and emails of everyone with access to your organisati...
8 months ago in Security Improvements 0

Redact or Restrict parts of the Agenda or the Minutes for specific people including the supporting documents

Redact or restrict specific parts of the Agenda (and Board pack), plus the Minutes, to particular people. For example, if the Auxiliary staff attends the meeting and has read access to the Minutes, we want them only to view specific agenda items. ...
over 2 years ago in Minutes 1

Scheduled meeting breaks in the Agenda

Our board meetings go all day and it would be very useful to be able to schedule lunch and tea breaks as part of the agenda without having to make the break an agenda item.
over 6 years ago in Agenda 7

Measure board member engagement

Can BoardPro produce a report for the chair that shows the engagement level of individual board members, perhaps relative to others. i.e. how many days before board meeting do they open the board pack. Do they consume online or download the pack. ...
over 2 years ago in Other Category 1

Calendar of events

Use Board Pro to show calendar of key events that Board members need to be aware of - so not just Board meetings but could be other meetings they may want to attend or other association AGMs or awards evenings, etc. Use Board Pro as the central st...
over 4 years ago in Committee Improvements 1

Further restrictions for folder/document visibility

Having the 'Board Only' lock feature is helpful, but would it be possible to further refine this for eg Chair and Secretary only? For things like reference checks for new Board members etc. Please expand ability to control access beyond "Board Onl...
almost 6 years ago in Document improvements 5

Agenda templates - own custom templates

At present the only ways to build an agenda is to either clone an exiting agenda from the same meeting series, or to use the best practice template (or possibly start from scratch). It would be good to be able to build my own template agenda which...
over 4 years ago in Agenda 2

Meeting attendance schedule

Record of annual attendance at board meetings of individual directors/trustees, this helps the Chairman and the board to see how many meetings an individual may be missing thus prompting discussion about attendance and should a new board member sh...
over 8 years ago in Meeting improvements 12

Policy library incl. policy tracking

Kia ora It would be super helpful for board process to have a policy tracking schedule built into BoardPro. Policies that require board review and approval could automatically be added, or suggested to be added, to the meeting at which it aligns w...
about 4 years ago in  3

Annual work plan

It would be good to be able to upload all the board's annual tasks and activities for the year into BoardPro and then be able to review and reuse the list year after year.
almost 9 years ago in  17