Skip to Main Content
Ideas Portal - BoardPro
ADD A NEW IDEA

Pinned ideas

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

Track changes to Interest Register

We know that the whole list is shown at each meeting. But how do Trustees know changes have been made without having to read the entire register every time? It would be helpful if the changes were highlighted or marked " New."
over 1 year ago in Interests Register 0

Able to annotate documents other than Board Pack

The annotation/private notes function in the board pack is excellent. Still, it would be helpful to be able to annotate documents in the Governance Documents or Between Meeting Reports/Flying Minutes.
over 1 year ago in Document improvements 0

Flexible user titles

It would be nice to be able to edit user titles or have a drop-down list of different versions (Member, Board Member, Council Member, Vestry Member, Committee Member etc).In our organisation, we need to change the term 'Board Member' to terms that...
about 8 years ago in Meeting improvements 4

Add in reminders for overdue actions

I love that we can choose the cadence of reminders for meetings and actions. However, it would be good to say send a reminder for overdue actions every 3,5 or 7 days... once the actions are overdue, they often get missed until the next board meeti...
over 2 years ago in Action Items 0

Ability to add select board paper attachments to the minutes

Some documents are useful to refer to when reviewing the minutes & the ability to add agenda documents to the minutes document would be helpful
almost 5 years ago in Minutes 0

Ability to "Pre-Create" an agenda item

Often in a meeting or during reviewing minutes items come up that are no Actions, but something that is suggested to be dealt with in a future meeting. i.e. Let's review our new insurances in the September meeting". It would be good if when doing ...
about 4 years ago in Agenda 0

Schedule Draft of a Flying Minute to open for discussion at a later date

To be able to schedule a Draft of a Flying Minute to open on a specific or later date and time instead of having to remember to go in and open the draft and publish it manually.
over 1 year ago in Flying Minutes 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
over 7 years ago in Email Notification 6

Easily capture correspondence

Comment from Board Secretary: As a school we receive a lot of correspondence via email, usually with a pdf attachment (MOE newsletters etc). If we could just forward these emails to boardpro, it would save so much time. At the moment I need to pri...
about 5 years ago in Document improvements 0

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 4 years ago in Other Category 1