Ideas Portal - BoardPro
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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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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 431 of 431

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...
almost 4 years ago in Agenda 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...
almost 7 years ago in Action Items 4

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

Add Checkboxes and Text options to Signatures on Documents

Often, we have forms that require the board member to check a box and/or be able to add additional or required text. It would be helpful if the Document signing feature added these options as well.
12 months ago in Document improvements 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.
almost 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

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

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
about 3 years ago in Document improvements 0

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)
about 7 years ago in Document improvements 0

Ability to share notes taken during a meeting

No description provided
about 6 years ago in Other Category 0