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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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 copying attachments to Cloned Agenda

We would like to have the option to include attachments to items copy when you clone an agenda. We had to cancel a meeting and it would have been helpful to have the option to copy attachments to the new agenda instead of having to re-import them.
9 months ago in Agenda 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.
almost 3 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

In Camera Sessions outside agenda items but within the meeting timing

Our Board has In Camera sessions sometimes. I would like to be able to include the timing for this on the agenda without it having an item number, ideally above the first item.
about 2 years ago in Agenda 0

Displaying Vote Progress in a Flying Meeting

To improve transparrency and create the live Board experience of voting, Board Members are asking that they would like to see the progress of votes and reasons as it may surface insight that did not appear in the discussion. While the vote is open...
almost 3 years ago in Flying Minutes 0

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.
over 3 years ago in Document improvements 0

Could meeting location (not just address) be included in meeting notices and calendar invites?

Currently the only way to get the location into diaries is to add the location name into the address field - but then it doubles up on the agenda where both location and address are displayed.
9 months ago in Meeting improvements 0

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

Consolidated action notice

One question that came up was, when there are actions sent out, is it possible to get all the actions for one person sent in one email rather than multiple ones? Please advise when you get a chance.
almost 8 years ago in Action Items 1