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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Showing 394 of 394

Integrate BP learning hub/ knowledge base with app for our users

Currently the marketing and app websites are different channels, and the rich content in our knowledge base is targeting prospects/ the market over existing customers. Bridging the gap between the two by having a regular feed of e.g.: a page with ...
over 2 years ago in Other Category 0

Option to CC the assistant when BoardPro email are sent out

It would be great to have an option where assistants can be copied on email sent out from BoardPro, with items such as meeting notices, board packs, actions, etc.
over 6 years ago in Email Notification 2

A record of Action email history in BoardPro.

When sending out a manual "Send Reminder" action email, it would be helpful to be able to see the email messages sent with the reminder. Would this be possible?
over 2 years ago in Action Items 0

Quorum-have option for a number as well as a percentage for the client to choose what suits them best.

Currently it stands as a percentage but for eg our constitution states a number. I could convert that to a percentage, but as the number of our board members fluctuates (our constitution allows for a board of 6-8 members) and the percentage would ...
over 2 years ago in Other Category 1

Timestamp for action comments

It's very frustrating at present how we have to create our own system for adding comments to actions. I've tried to create a manual workaround using initials and dd/mm/yyyy but, with multiple contributors, this gets messy fast. See screenshot belo...
over 2 years ago in Action Items 1

Agenda Purpose information to show up in Board Minutes

I currently use the purpose section to highlight any information we would like to discuss at the meeting and this is also a great place to bullet point information from a previous committee meeting. I have to copy and paste this information and pu...
about 5 years ago in Minutes 0

US conflict of interest register

US non-profit corporations are required to annually record the answers from each board member to specific conflict of interest questions: I have received a copy of the organization’s conflicts of interest policy; I have read and understand the pol...
over 1 year ago in Interests Register 0

Interests Register Export with entity identifier

We have an issue with how the interests register is recorded in BoardPro - principally that people frequently don't record the name of the entity correctly, making automatic data matching very difficult. We have loaded unique government identifier...
almost 4 years ago in Interests Register 0

Add specific People details (or Bio) to the People Page

When adding People -a place to add specific details about the person that the admin can manage. A notes or field area where things can be added like: add a short name (might say Joseph for legal purposes on the agenda but have call Joe), birthdate...
about 4 years ago in Other Category 0

Allow a vote to be added to an existing Agenda item - instead of creating a new one

We have situations that through the discussion it is determined that a vote needs to be cast and then have to add a new agenda item which alters the minutes from the original board pack. To enable a vote to be cast to an existing agenda item, woul...
almost 3 years ago in Agenda 0