Ideas Portal - BoardPro
ADD A NEW IDEA

Pinned ideas

PINNED Flying Minutes appear in the Agenda/Board Pack
We like to review/recap the Flying Minutes that have taken place since the last meeting. Currently there is no way to easily include these in the Agenda/Board Pack, they only appear in the Minutes which are distributed after the meeting. It would ...
Share feedback 4
PINNED Confirm Minutes before the next meeting
Our board does not meet every month so minutes wait a long time for confirmation. It would be better if we could confirm minutes before the next meeting while everyone's memory is still fresh, such as through a Flying Minute.
Share feedback 0

All ideas

    Be able to change date format across platform

    Not every country uses the date format of DAY/MONTH/YEAR. We know that on the PDFs of the Agenda and Minutes, if we select US-English in the Organisation Settings, dates will be displayed as MONTH/DAY/YEAR, but it would be preferred to be able to ...
    about 1 year ago in Other Category 0

    AGM Options

    As a board when we have AGM's we also invite our Shareholders and others that we want to be able to track interests, actions, decisions and for them to be able to log in and read the board pack. But having an extra committee for a meeting once a y...
    almost 5 years ago in Other Category 2

    Board spot review

    Kerryn Newton passed on this material from boardroom insider: Portal programs have online polling/questionnaire capabilities that still go fallow among most boards. “As more boards moving into looking at their performance, there are opportuni...
    over 8 years ago in Other Category 2

    Add the Agenda Item as a Hyperlink to a specific part of the board pack

    No description provided
    8 months ago in Agenda 0

    Add a Due Date/Reminder option for documents added to the Gov Docs

    Sometimes we have a document that needs to be renewed every few months or years. It would be helpful to have a due date option for documents added to the Governance Documents to set as a reminder to review.
    8 months ago in Document improvements 0

    Take Minutes in Word and then import into Meeting Documents

    It would be great if we could append our own Word document or PDF of the minutes to the Minutes' link in the board meeting list window in Meeting Documents.
    almost 2 years ago in Minutes 0

    Permissions-based viewing of Agenda Items minutes, e.g. 'Board Only' items and actions only viewed by Board members

    Items discussed which are confidential and not for general knowledge of all members of the minutes circulation group need to be able to be viewed only by the relevant people. An agenda item might have a default 'All' selection for viewing, or 'Onl...
    over 4 years ago in Minutes 1

    Personalise folder access

    Personalised folder access would be very handy when you have several different folders in BP and need to provide a staff member access to one particular folder and not the remaining folders.
    about 5 years ago in Roles and Permissions 1

    Universal search terms

    The ability to search through attachments when using the search function in the Meeting Documents section. Currently you have the ability to search for a keyword in a title but to have a broader search would be beneficial.
    about 5 years ago in Document improvements 0

    Restrict Flying Minutes to specific people

    To create a Flying Minute that is visible and open for voting to only specific people.
    almost 2 years ago in Flying Minutes 0