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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All ideas

    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.
    over 4 years ago in Roles and Permissions 0

    Create Appendix for Correspondence

    Instead of clogging the Agenda / Board Pack with reams of inwards correspondence to read, rather have a separate place or appendix that they can go to, to view / read the correspondence.
    over 6 years ago in Agenda 1

    Add Checkboxes and Text options to Signatures on Documents

    Often, we have forms that require the board member to check a box and/or be able to add additional or required text. It would be helpful if the Document signing feature added these options as well.
    about 2 years ago in Document improvements 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 ...
    over 4 years ago in Agenda 0

    More control over action reminders

    Can we please control when the final reminder is sent out. A reminder the day before being due would be more useful for most of my clients.
    over 6 years ago in Action Items 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 ...
    over 4 years ago in Other Category 0

    Quorum-have option for a number as well as a percentage for the client to choose what suits them best.

    Currently it stands as a percentage but for eg our constitution states a number. I could convert that to a percentage, but as the number of our board members fluctuates (our constitution allows for a board of 6-8 members) and the percentage would ...
    over 4 years ago in Other Category 1

    Use of txt to Audio speech for reading notes

    For purposes of time saving (while driving or in the evenings or for poor eyesight) it would be fantastic if there were the option for my Board notes being read to me. I have tried to download a PDF version of my meeting pack and convert txt to sp...
    over 2 years ago in Chat Feature 0

    Timestamp for action comments

    It's very frustrating at present how we have to create our own system for adding comments to actions. I've tried to create a manual workaround using initials and dd/mm/yyyy but, with multiple contributors, this gets messy fast. See screenshot belo...
    over 4 years ago in Action Items 1

    Allow copying attachments to Cloned Agenda

    We would like to have the option to include attachments to items copy when you clone an agenda. We had to cancel a meeting and it would have been helpful to have the option to copy attachments to the new agenda instead of having to re-import them.
    over 2 years ago in Agenda 0