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 ...
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...
Membership category for Executive Assistants and advisors who don't attend meetings
It would be helpful to be able to designate a category for EAs and advisors who support members and meetings. These staff generally don't attend meetings, but need to be able to review meeting documentation to ensure members have the information t...
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
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...
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...
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
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