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 426 of 426

Task Management is good... but clients want to use it for everything now!

Task management/accountability/action is one of the weakest areas for most businesses. As such, all my clients are loving the Action Items functionality in BoardPro. The WHAT, WHO and, most importantly, the WHEN and automatic email followups! Howe...
almost 7 years ago in Action Items 4

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.
about 7 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...
about 7 years ago in Document improvements 3 Already exists

Eco-system Integration

Integrate with financial products: Xero, reporting tools like Spotlight and Cruchboards File distribution systems:Dropbox and other online drives for distribution Health and Safety reporting:CloudM, others What compliance is required in Australia?...
almost 8 years ago in Other Category 0

Virtual Board Secretary

Continue to take the heavy lifting out of board processes reminders scheduling prompts for events See apps like Native and X.AI Benefit - this would be truly protectable IP Logged in Jira 15 July 2015
almost 8 years ago in Other Category 0

Disappearing text

Example text in a number of fields is fixed, e.g. "First item for decision" / "Title" The 'Title' text is fixed "First item for decision". This text has to be deleted before it can be overridden, and this always catches me out. It would be good if...
over 8 years ago in Meeting improvements 0

Users able to build their own resolution templates

A feature that allows Users to build their own Resolution templates so that they can select and insert them into Minutes. This ensures consistency in the monthly Minutes and at various times of the year, such as approving or confirming board direc...
3 days ago in Minutes 0

Audio version of the board pack

It would be helpful to have an audio version of the board pack so that I can listen to the papers being read while I do other tasks.
11 days ago in Board Pack 0

Order the People list page in hierarchical order

Currently, people on the People List page are added alphabetically. It would be helpful if we could drag and drop them in hierarchical order (Chair first, CFO, etc)
17 days ago in Other Category 0

Add or Sort People into a Group

Often, in meetings, we will assign actions to groups of people. Instead of signing the action to individual users (add 6-8 names), it would be helpful to create a group of people so I could add the group to the action instead. This could also work...
24 days ago in Other Category 0