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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.
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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Showing 446 of 446

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...
almost 2 years ago in Action Items 0

Provide the ability to select and move bulk files from one folder to another

No description provided
almost 3 years ago in Document improvements 0

Interest Register - functionality

Ability to select individuals in an Interest Register i.e. separating Board from Staff before downloading a report.
almost 2 years ago in Interests Register 0

Hold formatting bar in place when scrolling in notes panel

If the notes panel is populated to the extend that scrolling is required, the formatting bar at the top currently scrolls out of view. If would be good if that could be held and just the typed notes scroll.
almost 3 years ago in Minutes 0

Ability to re-order attachments to a Between Meeting report

It would be useful to be able to reorder these. If you start to draft a report and then want to add other attachments in it is useful to be able to put them in the order which makes sense to the reader. In this case I missed a file when adding the...
almost 5 years ago in Other Category 3

Cloning minutes

The ability to clone minutes for the next meeting assists to further develop the minute template for each meeting and it also maintains the vernacular of each minute from meeting to meeting, especially for minutes pertaining to procedural agenda i...
almost 2 years ago in Minutes 0

Add Custom Text to Minutes

When confirming minutes, we need to add a specific text that states they are "an accurate and true reflection of the meeting." Currently, the text reads "confirmed as presented" when using the Confirmed Minutes agenda item. It would be helpful for...
12 months ago in Minutes 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 7 years ago in Document improvements 0

Shared document folder for draft purposes

can a chair and secretary have a personal shared folder to share and discuss documents prior to putting into a board platform
about 8 years ago in Document improvements 2

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...
about 5 years ago in Committee Improvements 1