Ideas Portal - BoardPro
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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 ...
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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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Remove any previous Closing Notes from Close Meeting item when cloning an agenda

When you clone an agenda, any notes you might have added to the end of the original are copied across - however, by definition those notes are normally only applicable to a particular meeting and shouldn't be duplicated with the rest of the agenda.
almost 3 years ago in Agenda 1

Allow copying of subfolders in Governance Docs

It would be convenient if we were able to copy folders under Governance Docs instead of having to go through the entire process of creating a whole new folder. I find I have a couple of folders that contain the same subfolders.
about 3 years ago in Document improvements 0

Interests Register - sort field

It would be good to have to option to sort the interest register by last name as the default sort and even better to have flexibility to sort in any order - i.e. have the Chair and Deputy Chair first followed by others sorted by last name
about 6 years ago in Other Category 1

Interests Register Export with entity identifier

We have an issue with how the interests register is recorded in BoardPro - principally that people frequently don't record the name of the entity correctly, making automatic data matching very difficult. We have loaded unique government identifier...
over 4 years ago in Interests Register 0

Option of adding a page for items with no papers

We have long meeting packs with many discussion items, and some items don't have a paper for discussion. Many of our members print their packs (which are often well over 100 pages) and get confused when they get to an item with no paper. It would ...
about 3 years ago in Board Pack 0

Simple outside cycle meeting function

I just used your between meeting report function to quickly document an impromptu board meeting on an important funding issue. The meeting itself happened on the fly, evolving out of a conversation.It was easier to use the 'report' function than c...
about 3 years ago in Flying Minutes 0

Ability to put a note and an action item in simultaneously rather than having to close one to go to the other

No description provided
over 7 years ago in Action Items 0

Enable access staff members to upload their own reports in specified agenda sections without having access to all docs in BoardPro

The administrator role provides too much access for staff members upload their own reports. As the manager uploading reports is one less task that is required of me.
about 3 years ago in Roles and Permissions 0

Continuous scrolling on agenda builder

Customer typically has a long agenda with many items.And needs to frequently move things around and re-order.Drag and drop is preferred but is irritating in that they can't drag beyond the visible screen and must drop and scroll and redrag higher ...
about 3 years ago in Agenda 0

Integrate BP learning hub/ knowledge base with app for our users

Currently the marketing and app websites are different channels, and the rich content in our knowledge base is targeting prospects/ the market over existing customers. Bridging the gap between the two by having a regular feed of e.g.: a page with ...
about 3 years ago in Other Category 0