Ideas Portal - BoardPro
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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 394 of 394

Option to exclude some files from the Board Pack

Have an option to exclude some files being built into the single board pack, but rather become links instead. This can be for documents which are to remain in their native format Or supplementary documents that are optional (or exceptionally large)
over 6 years ago in Document improvements 0

Recurring Pre-meeting Tasks

I would like to see a reminder email a set number of days out from a board meeting for recurring tasks that need to be completed in preparation for board meeting - eg task 1 reminder sent to person responsible at 15 days out from meeting - just th...
over 5 years ago in Email Notification 0

Agenda to include if a matter is for approval or noting

It would be useful to state whether an agenda item is for noting or approval. The Agenda is a bit rudimentary and better margin and tab settings for each sub section could make it neater. While it does show who is responsible for an agenda item, i...
almost 3 years ago in Agenda 0

Change text in documents when uploaded

to save time renaming the document
almost 3 years ago in Document improvements 0

Attach automated meeting invite to the outlook calendar invite - to retain format, notes and user entered text.

Currently when you accept the outlook calendar invite the original email with clear details of the meeting (including notes) is lost. The automated meeting notice is great but it's shame to lose this good information & format when the invite i...
almost 4 years ago in Email Notification 0

Add location for upcoming meeting at bottom of the minutes (as well as date & time)

If the location if confirmed for the next meeting, can this please be included at the end of the minutes. It's kinda useful... :)
almost 5 years ago in Minutes 0

Roles/Titles on Agenda and Minutes required

Whether for Board or Committee meetings only the designation of the Chair is shown in the documents. Why can't the roles of each attendee be shown as this is important information for these documents (and Auditors) especially if roles change.
almost 5 years ago in Meeting improvements 1

Customize the cover page

To use BP for external/internal client meetings it would be good to be able to customize the front page, e.g. delete "Board Pack" and Company Name Ltd trading as name. Being able to replace this text/these fields with a meeting specific title woul...
over 7 years ago in Meeting improvements 1

Increase the character limit of the comment with email notices from 500 to 1000

We often provide notes (e.g. actions on all members, reminders of upcoming related events that were discussed at the meeting) when sending our draft minutes to members. 500 characters is very restrictive! It would also be helpful to be able to see...
almost 3 years ago in Email Notification 0

AGM Options

As a board when we have AGM's we also invite our Shareholders and others that we want to be able to track interests, actions, decisions and for them to be able to log in and read the board pack. But having an extra committee for a meeting once a y...
about 3 years ago in Other Category 2