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 394 of 394

Ability to download agenda and minutes as one document

We recently had to provide a copy of our meeting records to an external governance provider and the only way I could do this was to separately download the agenda and the minutes for each meeting which then have to be matched meeting by meeting.
about 3 years ago in Agenda 0

Improve minute taking against action items

When taking minutes on action items, to add a new action item you have to scroll to the bottom then you lose your place in the action item list. Perhaps you can look at having a 3rd window or pop up for adding notes, decisions and action items?
over 6 years ago in Meeting improvements 0

Multi-level list numbering

Bullet point levels are given distinct icons which is great. Numbered lists do not. See attached screenshot. 1 a i
over 6 years ago in Other Category 0

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.
about 3 years ago in Other Category 0

Enable Planned attendees to signal their non-attendance prior to the meeting

People receiving an invite to a meeting may need to withdraw prior to a meeting, providing their apologies. These people are different to people who were suppose to attend, but didn't. Perhaps having three columns would solve the problem.
over 6 years ago in Meeting improvements 0

Giving more functionality to the text box for the guest field.

I am pasting some text from a Word document into the "Guest" section of the minutes that has portions in brackets that are in italics. It keeps the formatting when I paste it into the "Notes" section below it but not in the "Guest" section. I usua...
over 3 years ago in Minutes 0

tagging option

A tagging option so board members can be notified when a comment is left in eg: between board meeting reports.
over 3 years ago in Document improvements 0

In the meeting view have an option to download all documents, and the ability to drag/drop documents out

I often like to have documents seperate for reviewing rather than in a single "Board Pack". In the meeting view where you can see all documents related to a meeting it would be great to have a "Download All" button to get all documents. It would a...
over 3 years ago in Document improvements 0

Positioning of menu could be at the users discretion - ie top or side. This would provide more reading room.

Diligent provide this option which I like. Thank you
over 3 years ago in  0

Use Roman letters instead of numbers on the agenda

It would be nice to be able to use roman numerals instead of numbers. Have a choice which you prefer to use.
over 3 years ago in Agenda 0