Provide the ability to copy the interests for a board member to his interests as a committee member after he has already been set up rather than only being able to do it at the time he is set up as a member of a committee.
It would save time for administrators and users where this was ommitted to be done on initial set up.
Sometimes in going to fast I hit publish before I am ready. Especially because the Publish button is right next to the Preview button in the Draft Agenda. It would be handy to be able to either undo it or have a confirm you want to publish before ...
Redact or Restrict the Minutes for Non-Board Members
Be able to redact or restrict specific parts of the Minutes for Non Board Members. For example Auxillary Staff who are attending the meeting and have read access to the Minutes but we may only want them to view specific agenda items.
It would be good to have additional Status available for Action Items
Sometimes Actions Items are no longer required, due to the outcome from other events. Sometimes they merge with others etc. It is good they can be edited and additional notes, but also it would be better to set a status of "Not completed" "Superce...
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...
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, ...
Action fields within decision to save extra typing
By having an action field within decisions actions can be immediately assigned if appropriate, rather than needing to generate the action separately. Only needs to be filled in if there is action to be taken. This would save a lot of extra typing!...
Allow user to add comments against action items - for clarification and updates on items that run over a number of board cycles. Have Seen this practice with several boards now.
2