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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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Showing 409

Redact Boardpack for specific people

Where there is a conflict of interest it would be good to be able to redact part or all of a Boardpack from specific people only
over 2 years ago in Board Pack 0

Search across both passed and not passed resolutions in decision register

It would be good to be able to search decisions register for ALL decisions (with ability to filter those passed and not passed) this would be good for clarity of data as well as the ease of looking over past resolutions presented, no matter the ou...
over 2 years ago in Other Category 0

Training Register for Directors CPD hours

It is a requirement of many organisation, particularly those that might be responsible to certain regulators that Directors and Senior Exec undertake a certain number of training hours (or acquire CPD points) either annually or over a 3 year perio...
almost 4 years ago in Committee Improvements 1

Allow cloning Between Meetings reports for recurring reports

Between Meeting Reports cannot currently be cloned, meaning when meetings are held bi-monthly and reports shared in between, the format/ structure etc. has to be recreated everytime. Will be helpful if cloning and/or using a previous report was po...
over 2 years ago in Between Meeting Reports 0

Add comment when uploading a governance document

This is essentially metadata for the document that would also be searchable. This provides context to the document that would be visible without downloading a number of documents to find the one you want. Also useful for auditing purposes for vers...
almost 6 years ago in Document improvements 0

Easily move a document from the Agenda to the Governance Documents section

when a key document is brought before the board for discussion and approval, there are some key documents that you would want to be able to "move to" a governance documents folder.
about 4 years ago in Document improvements 0

Not Approved Flying Minute

Capacity to include Not Approved Flying Minute into the next Board Agenda if required.
10 months ago in Flying Minutes 0

Change between Standard Item and Voting Item

Once an agenda item has been drafted as either a standard item or a voting item there is no 'easy' way to convert one to the other. The current work around is to create a new agenda item of the type required and then cut-paste the content, re-atta...
over 3 years ago in Agenda 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

Ability to Drag Folders containing files rather than having to open the Folder and upload the information or files. Particularly when setting up a new Sub-Committee with historical documentation or using BoardPro for the first time, where historical information is required to be uploaded. Also the type of files media files, videos, etc currently unable to upload.

Time saving
over 2 years ago in Document improvements 0