Ideas Portal - BoardPro
ADD A NEW IDEA

Pinned ideas

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.
Share feedback 0
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 ...
Share feedback 4

All ideas

Showing 437 of 437

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...
about 4 years ago in Minutes 0

To have an editable Interest Register template

Our Board would like add additional columns to the register like 'Date of change' and 'Nature of change'
almost 3 years ago in Interests Register 0

Membership category for Executive Assistants and advisors who don't attend meetings

It would be helpful to be able to designate a category for EAs and advisors who support members and meetings. These staff generally don't attend meetings, but need to be able to review meeting documentation to ensure members have the information t...
almost 3 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.
about 4 years ago in Other Category 0

Add additional Automated Emails

Our process for meetings is to put a call out for agenda items and related board paper due date (say 10 days before meeting) a reminder between 5-7 days out that board papers are now due and the meeting is set for, then the day before the meeting ...
over 5 years ago in Agenda / Email Notification 0

Encouraging everyone to read minutes

I pride myself on writing great minutes. However, some individuals within my clients don't read them. Never have, never will. It's just not their personality type. This is, obviously, not ideal for the business, or the Board Members who don't want...
about 7 years ago in Other Category 1

Review and approve draft minutes through boardpro

In terms of getting minutes from draft to ready for confirmation, I generally do the following 1. download and send via email to the CE (or print hardcopy and manually enter edits). 2. once CE edits are made, once again download and send to the Ch...
about 7 years ago in Meeting improvements 0

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 ...
over 5 years ago in Action Items 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...
over 4 years ago in Other Category 1

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 7 years ago in Email Notification 2