Ideas Portal - BoardPro
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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 ...
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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.
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Add cellphone number field into the People section

Director contact info in the People section would be more complete
over 4 years 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...
over 3 years ago in Other Category 2

Template e-mail Messages

Many of the BoardPro emails look the same. If you have multiple boards you are a part of it is easy to miss messages as they look like a reminder. It would be good to be able to have templates for email messages with variables to indicate where ce...
about 5 years ago in Email Notification 2

Add Notes or Comments to Agenda Items

When creating the agenda, it would be nice to add a note or comment to agenda items without using the purpose field with the option to make these notes visible to all or specifically just to the chair or another Admin.
8 months ago in Agenda 0

Email the Agenda / Board Pack / Minutes to more than just the meeting attendees

For people/ executives who should receive the information, but not necessarily attend the meetings
about 6 years ago in Email Notification 6

Allow Administrative Staff to update email addresses for people in their Organisation

As an admin, I have had board members ask me to update their email addresses for various reasons however, I am not able to do this. It would be helpful to have this as a function of the Edit process.
over 2 years ago in Other Category 1

Ability to have shareholders loaded on the system for communication

There is much that we communicate to shareholders that are contained within BoardPro. The ability to send communications and keep those comms contained in BoardPro would be very useful
over 5 years ago in Roles and Permissions 1

Correspondence Register - Inbound | Outbound

Trust Board members use a Correspondence Register to be informed on Governance related inbound and outbound correspondence received and sent. For Inbound there are three action categories - Review, Decision/Action, Agenda Item for Trustees to peru...
almost 3 years ago in Document improvements 1

Show more detail for actions raised in the meeting

It would be great, time saving and helpful to show more information under Actions Raised in the Meeting, instead of the heading only.
about 2 years ago in Action Items 2

Dot phrases or similar for minute-taking

Minute taking during meetings could be made easier with dot phrases that allow users to type keyboard shortcuts e.g.: .nmdm for needs more discussion at next meetingThese can be system generated to start, eventually enabling users to generate thei...
about 2 years ago in Meeting improvements / Minutes 0