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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Email templates - reports and agenda items

Ability to set up auto email/notice templates, for example: - two weeks before a meeting date a notice/email is sent out asking for committee reports to be returned and agenda items for inclusion - reminder email X number of days before meeting
almost 3 years ago in Email Notification 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...
almost 6 years ago in Email Notification 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 2 years ago in Minutes 0

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...
about 8 years ago in Meeting improvements 1

Note discussion between a Chair and CEO that is not part of a meeting but is recorded

It would be useful to be able to have a record of a discussion between the Chair and CEO that occurs not during a meeting but does have an outcome recorded as a decision. Perhaps this could be found under Between Meetings -and just like a Flying M...
about 3 years ago in Other Category 0

Move meeting from one 'area' to another eg. to a different committee

The ability to move a meeting from one area or 'tab' to another without deleting and redoing - eg. a meeting for the Trust Committee was set up, invites & agenda sent from the Board area, when it should sit under the Trust Committee area.
about 3 years ago in Meeting improvements 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... :)
about 5 years ago in Minutes 0

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...
about 1 year 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.
about 5 years ago in Meeting improvements 1

Change Log for the Board Pack

It is helpful that when changes are made in the Board Pack that BoardPro does alert me with a notice that changes have been done. Whether it is while I am within BoardPro Notes (Desktop or App version) or come back to the Board Pack at a later tim...
about 3 years ago in Board Pack 0