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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All ideas

Showing 433 of 433

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...
almost 7 years ago in Action Items 4

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...
about 4 years ago in Agenda 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...
about 3 years ago in Other Category 0

Ability to edit Agenda header i.e. change "Guests" to "In attendance"

Our senior managers are in attendance at every meeting as opposed to being invited as a guest. It is our Chair's preference that they are listed as "In attendance" on the agenda.
about 7 years ago in Document improvements 0

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...
about 3 years ago in Between Meeting Reports 0

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.
about 4 years ago in Other Category 0

Add page numbers to agenda for those who print the board pack

Some of our members still print their pack, and need page numbers on the agenda so they can navigate their printed document.
about 4 years ago in Agenda 1 Already exists

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 7 years ago in Document improvements 0

Ability to share notes taken during a meeting

No description provided
over 6 years ago in Other Category 0

Introduce 2 categories of Actions, ie Strategic or Operational

It is common within Board meetings to recommend actions that are Operational but afterwards the Board is often only interested in reviewing/monitoring the progress of actions that are of a Strategic nature. Therefore our Board has requested if Boa...
over 4 years ago in Action Items 0