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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In Camera Sessions outside agenda items but within the meeting timing

Our Board has In Camera sessions sometimes. I would like to be able to include the timing for this on the agenda without it having an item number, ideally above the first item.
about 2 years ago in Agenda 0

It would be nice to be able to have 24hr times

I predominantly use 24hr time in my life. Most products support being able to select this as your time representation. It would be great to have this option selectable for the user logged in.
about 4 years ago in Roles and Permissions 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 ...
about 4 years ago in Document improvements 0

To have an editable Interest Register template

Our Board would like add additional columns to the register like 'Date of change' and 'Nature of change'
about 2 years ago in Interests Register 0

Membership category for Executive Assistants and advisors who don't attend meetings

It would be helpful to be able to designate a category for EAs and advisors who support members and meetings. These staff generally don't attend meetings, but need to be able to review meeting documentation to ensure members have the information t...
about 2 years ago in Roles and Permissions 1

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