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.
Share feedback 0
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 ...
Share feedback 4

All ideas

Showing 424

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 8 years ago in Meeting improvements 1

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.
11 months ago in Agenda 0

Auto headers should be removed from all pages. Disturbs report format.

No description provided
over 5 years ago in Board Pack 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...
almost 3 years ago in Between Meeting Reports 0

Remove people from the movers/seconders and action items if they are an apology to the meeting

It would be much simpler to use the movers/seconders/action items people drops downs if people who were listed as an apology to the meeting, or where not invited, did not appear in the list. We have different people taking minutes and it would red...
over 5 years ago in 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

Action email notifications - option of 1 notification only

Include the option of ONE action email notification (rather than the minimum of 2) so that Board members don't get multiple emails from BoardPro.
over 5 years ago in Email Notification 0

Create the ability to lock the agenda numbering

This would be really useful when the meeting does not follow the order of the original agenda. Locking the agenda numbering would allow the minutes to be be numbered the same as the BoardPack and Agenda.
over 5 years ago in Minutes 0

Transfer actions between meetings

Sometimes, you need to shift action points between meetings so that they belong to the right person. BoardPro doesn't allow for this currently. You have to delete and create actions again... AND raise those actions inside a board meeting. This rel...
over 6 years ago in Action Items 4

Bulk upload from spreadsheet

The ability to upload board members in bulk when you first set up the Board or Committee, including their conflicts of interest.
almost 4 years ago in Other Category 0