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 406 of 406

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 4 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 4 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 4 years ago in Meeting improvements 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 4 years ago in Meeting 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 "Action ...
over 6 years ago in Meeting improvements 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 creat...
over 6 years ago in  1

Provide option to use either Approved or Carried

We have a committee that does not make decisions and we are happy to use the word "Approved". Where the Board makes a decision a better option and more formal is "Carried"
over 2 years ago in Minutes 0

Have the option to not include Actions in the Minutes document

It is good to record Actions at a meeting but not to have them form a part of the Minutes document. Provide a tick box to not include the Actions.
over 2 years ago in Action Items 0

Separate Actions List/Register

We do not wish to include Actions as a part of the Minutes document and would like a List/Register to generate separately, as BoardPro does for Resolutions.
over 2 years ago in Minutes 0

Enable lookups for new committee members

When creating committees the members are often already members of the overarching forum or board. It would be helpful to be able to select them (e.g. type in their name, autopopulate email and role). Preferably this would still be editable in case...
over 2 years ago in Roles and Permissions 1