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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.
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 ...

All ideas

Download Action List page as a Spreadsheet

Add the ability to export Actions into a usable table (e.g. Excel or .csv) so it can be sorted and filtered (by due date, owner, status, committee, etc.). At the moment, Actions only export as a PDF, which means a lot of manual work to sort and us...
6 months ago in Action Items 1

Repeating Monthly Meetings

It would be great to have the ability to create a recurring meeting. When adding a meeting have the option to tick a box to automatically add the same meeting date (for example on the third Tuesday of the month) into your list of meetings without ...
about 5 years ago in Meeting improvements 12

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 3 years ago in Minutes 1

Add an Action to a Flying Minute

A motion has been approved, and I need to action it. Actions are currently raised in the Minutes stage, but adding one to a Flying Minute would be ideal instead of waiting until the next meeting.
about 2 years ago in Flying Minutes 1

Single Sign On (SSO)

It would be great if BoardPro could add or support SSO or SAML as well as MFA.
about 2 years ago in Security Improvements 2

Risk Register

I love the Decision Register. Similar functionality for a Risk Register, a key governance function, would also be an excellent addition. I manually do this currently with a table like below: Risk Impact (Very Low, Low, Medium, High, Ver...
over 8 years ago in Document improvements 7

Customise the style and format of the board pack

Ability to customise the appearance of the board pack with options such as fonts, text size, accent colour, line spacing, etc
about 9 years ago in Document improvements 28

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 9 years ago in Meeting improvements 13

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 5 years ago in Committee Improvements 1

Action export via the Dashboard

Export all of my assigned action items directly from the Dashboard. Currently, actions can only be exported from each Board or Committee individually. A single Dashboard export across all Boards and Committees would save significant time and provi...
3 months ago in Action Items 0