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Ideas Portal - BoardPro

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.
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 372 of 372

Adding and APPENDEX option

This would be typically after the Meeting Close date and would be an area where such items as Governance Documents could be added and carry forward to the next meeting eg Delegated Authorities/Communications rules etc. These may not attach to a sp...
about 5 years ago in Agenda 0

Have separate action lists for each meeting

We have two meetings a month. A general meeting and an in committee (Confidential meeting). The Action List has actions for both the meetings and appears in both. We generally upload our general minutes on our website for the public ( the actions ...
over 1 year ago in Action Items 0

Default sort order of documents to be alpha by TITLE

While we can change the listing to sort by TITLE each time (or enter a word in the search function) they enter the directory, our Directors have asked the question if it could 'default'to alpha order rather than date order. They feel that is more ...
over 3 years ago in Document improvements 0

Insert time zone after meeting time on agenda

On the final agenda (and minutes), the time zone (eg AEST) is stated after the date. Could this also be inserted after the time? We have directors over multiple time zones and it can be confusing when they overlook the time zone attached to the da...
almost 2 years ago in Agenda 1 Planned

To reshuffle the actions into the different categories done, in progress, no action

To allow the trustees to work through them more quickly as i will be a more natural flow
over 3 years ago in  0

Password protect an item subject to a conflict of interest

Where there is an item to vote on, and there is a conflict of Interest which requires a board member to absent themselves from the meeting, it would be helpful to hide the resolution from them. Is there a way to hide a proposed resolution, board p...
over 3 years ago in Agenda 1

Be able to archive fiscal years

It would be helpful to be able to archive meetings at the end of the fiscal year. They could be added to either a folder under Meetings that you can label 2019-2020 for example
over 3 years ago in Meeting improvements 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...
over 3 years ago in Other Category 0

Remember location in Meeting Calendar View

Wen moving between meetings, particularly say to compare notes in meeting minutes it would be nice if the calendar view remembered you current position. At present when you go back to that view it takes you back to today. If you are constantly scr...
over 3 years ago in Meeting improvements 0

To have the month written in full for Minutes and resolutions

I note that Boardpro abbreviates the date automatically for resolutions and minutes. e.g. Jun, Jul, Aug, etc. My Board prefers the date to be written in full. Is it possible to get this change made?
almost 2 years ago in Minutes 0