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 430 of 430

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

Resolutions feature to add a unique number to capture against the motion.

Each resolution would normally have it's own unique number for the decision number and the year.....i.e the first meeting of the year, the first resolution would be 01/2021. Each individual entity should also have individual numbering....(so we wo...
almost 4 years ago in Minutes 0

Public notes available in take minutes mode

Once we get public/shared notes on the board pack, attach these to the agenda/minutes back end so that the board secretary can view them when in take minutes mode
over 2 years ago in Collaboration 0

administrator view of calendar

i don't attend all meetings but I act as an Administrator for the Board and CEO and one of my responsibilities is to put in the meeting calendar. It would be handy for me to see all the meetings in one go - is there a way around this?
about 5 years ago in Roles and Permissions 1

Between meeting report pack

It would be helpful if the between meeting reports could be organised and downloaded similar to a board pack.
almost 4 years ago in Other Category 0

Suggest you create a log for what time supporting material was downloaded and what time board members voted

it is an extra element of due diligence. It is a way that boards can demonstrate that their directors are making decisions based on the provision of good information. Also, if there is a 10 page support material document and the vote was made 20 s...
almost 4 years ago in Other Category 1

Register/import more than one interest at a time per director when moving from a different platform

It would be ideal to have the ability to enter multiple interests per director rather than having to choose the director, date etc over and over again when setting up the interest register.
over 2 years ago in Interests Register 0

Download a PDF summary of the Action List by Meeting or from the Action List page

It would be helpful to be able to download a summation of the Action List, not by date but by meeting. At the end of the minutes, you can see a summary of actions for that meeting. It would be helpful to download that as a separate PDF or do it on...
over 2 years ago in Action Items 0

Search in one area over all items

Be able to search over the full program via keywords and have the results found sorted into actions resolutions notes documents Also have the existing search features, so for example if you know what you are looking for is an: action you can go to...
over 2 years ago in Other Category 0

Amend a vote - flying minute

It would be good to have the ability as an administrator to amend a vote if one is cast by mistake. To ensure the integrity of the vote it could be recorded that the administrator has amended this. Otherwise if a mistake is made, the entire flying...
almost 4 years ago in Other Category 0