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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 ...
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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Measure board member engagement

Can BoardPro produce a report for the chair that shows the engagement level of individual board members, perhaps relative to others. i.e. how many days before board meeting do they open the board pack. Do they consume online or download the pack. ...
over 2 years ago in Other Category 1

Meeting attendance schedule

Record of annual attendance at board meetings of individual directors/trustees, this helps the Chairman and the board to see how many meetings an individual may be missing thus prompting discussion about attendance and should a new board member sh...
almost 9 years ago in Meeting improvements 12

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...
almost 6 years ago in Document improvements 5

Being able to "unpublish" a board pack

Sometimes in going to fast I hit publish before I am ready. Especially because the Publish button is right next to the Preview button in the Draft Agenda. It would be handy to be able to either undo it or have a confirm you want to publish before ...
over 3 years ago in Agenda 3

Change log on Organisation Settings page

It would be helpful to have a change log on the organisational settings page to track changes made, by whom, and when. This is in part to keep the security and integrity of our board settings, but also to add a layer of transparency and accountabi...
5 months ago in Other Category 0

Agenda templates - own custom templates

At present the only ways to build an agenda is to either clone an exiting agenda from the same meeting series, or to use the best practice template (or possibly start from scratch). It would be good to be able to build my own template agenda which...
almost 5 years ago in Agenda 2

Hide Specific pages/information

It would be valuable to be able to hide specific pages within BoardPro or restrict access to some people or roles. For example, regarding GDPR privacy laws, the People List page lists the names and emails of everyone with access to your organisati...
9 months ago in Security Improvements 0

Annual work plan

It would be good to be able to upload all the board's annual tasks and activities for the year into BoardPro and then be able to review and reuse the list year after year.
about 9 years ago in  17

Policy library incl. policy tracking

Kia ora It would be super helpful for board process to have a policy tracking schedule built into BoardPro. Policies that require board review and approval could automatically be added, or suggested to be added, to the meeting at which it aligns w...
about 4 years ago in  3

Upload Videos and other multi-media

Frequently, we have Videos and other multimedia that we would like to add directly to the Agenda/Board Pack or in the Minutes. We know we can add links to the videos from where they are stored (Loom, YouTube, Wistia, etc) to the Agenda/Minutes. It...
12 months ago in Other Category 1