Ideas Portal - BoardPro
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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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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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Showing 363 of 363

Read Receipt when Board papers have been read by a Director/Trustee

We make an effort to have all board papers out to Directors/Trustees within 7 days of holding a meeting. Being able to view when they have been opened and read would be a handy tool to have.
about 4 years ago in Board Pack 6

Chair person to initial each page of Board Meeting Minutes

Before using BoardPro we used Word for our Minutes and Agendas. Each page of our Minutes had an area at the bottom right hand side where the Chair of the meeting needed to initial near the title of the Chairperson (as well as the Chair signing on ...
about 4 years ago in Document improvements 0

Name of person signing the Minutes is required

Can the name and role of the actual Chair of a meeting automatically be entered on the last page of the Minutes under 'Close the meeting'? All that is currently shown is 'Signature' and 'Date' which isn't enough information.
about 4 years ago in Minutes 0 Planned

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 4 years ago in Meeting improvements 1

Full details of text of Action Items in Agenda and Minutes is required

At times, Action Items are ongoing over many meetings and text is added to the Action Items. However any text isn't shown in the 'Read Online' or 'Download' of the document. This text needs to be seen by the Board or Committee members, especially ...
about 4 years ago in Action Items 0

Secure proposed documents can be edited by more than 1 member

Our committees would like to be able to collaborate in a secure and private space on documents prior to them being added to the agenda. This is where multiple suggestions and editing can happen only by committee members and a record kept of the su...
over 4 years ago in Document improvements 0

Further restrictions for folder/document visibility

Having the 'Board Only' lock feature is helpful, but would it be possible to further refine this for eg Chair and Secretary only? For things like reference checks for new Board members etc. Please expand ability to control access beyond "Board Onl...
over 4 years ago in Document improvements 5

Chane base e-mail notification to highlight what it is about

The subject should start with the company name and then what the time is about i.e. MyCompany - Change of Meeting Time MyCompany - Action Item Reminder MyCompanyName - August Board Meeting in 7 Days
over 4 years ago in Email Notification 0

Template e-mail Messages

Many of the BoardPro emails look the same. If you have multiple boards you are a part of it is easy to miss messages as they look like a reminder. It would be good to be able to have templates for email messages with variables to indicate where ce...
over 4 years ago in Email Notification 2

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

No description provided
over 4 years ago in Board Pack 1