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 363 of 363

Option to exclude some files from the Board Pack

Have an option to exclude some files being built into the single board pack, but rather become links instead. This can be for documents which are to remain in their native format Or supplementary documents that are optional (or exceptionally la...
almost 6 years ago in Document improvements 0

Best-practice review service

Over time I have refined my agendas/approach based on insights gained from others also running board meetings, e.g. The importance of confirming minutes. Focusing on profit before sales. The benefits of a risk register. Which order to do "Ac...
almost 6 years ago in Meeting improvements 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?
almost 6 years ago in Meeting improvements 0

Risk Register

I love the Decision Register. Similar functionality for a Risk Register, a key governance function, would also be an excellent addition. I manually do this currently with a table like below: Risk Impact (Very Low, Low, Medium, ...
almost 6 years ago in Document improvements 7

Multi-level list numbering

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

Agenda -> Board Pack -> Minutes workflow

When you finish a draft agenda, the terminology and buttons on the pop-up screen start to talk about the Board Pack and it's easy to send the Board Pack by mistake (see attachment). I think a better, more consistent workflow would be: Chair cre...
almost 6 years ago in  1

No current pricing solution for bi-monthly and quarterly board meetings

I have clients and colleagues who run bi-monthly or quarterly board meetings. They are put off by having to pay a monthly price when they're not using the software. One solution to this would be to price by board meeting, rather than month. The so...
almost 6 years ago in Other Category 0 Will not implement

Seconded is good, but what about the approval of the third, fourth, fifth...?

Moved and seconded functionality is good, but sometimes you need to list that others have also all agreed/bought in to an action, e.g. for an exit sale price, you might need to record all three owners have agreed/seconded the decision.
almost 6 years ago in Other Category 1 Will not implement

Notes icon in minutes (like Decisions and Actions have)

I love the Note/Decision/Action split you make. However, in minutes, the last two get an icon but notes don't. The icons are also not consistent with those used earlier (see screenshot) and also not given the same colour. This can make it a little...
almost 6 years ago in Document improvements 3 Already exists

In-Committee minute functionality.

It would be great to be able to record discussion and decision outcomes that are held in-committee, but limit these to only the people who attended (or the current chair/secretary) as being able to view them.
almost 6 years ago in Meeting improvements 9