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

Policy library incl. policy tracking

Kia ora It would be super helpful for board process to have a policy tracking schedule built into BoardPro. Policies that require board review and approval could automatically be added, or suggested to be added, to the meeting at which it aligns w...
over 3 years ago in  3

Read Receipt when Board papers have been read by a Director/Trustee

We make an effort to have all board papers out to Directors/Trustees within 7 days of holding a meeting. Being able to view when they have been opened and read would be a handy tool to have.
about 5 years ago in Board Pack 6

Send just one email with all the action reminders for that person in it

Instead of having to send individual action reminder emails to one person for all of their open actions send just one email with all the action reminders for that person in it
almost 2 years ago in Action Items 1

Being able to "unpublish" a board pack

Sometimes in going to fast I hit publish before I am ready. Especially because the Publish button is right next to the Preview button in the Draft Agenda. It would be handy to be able to either undo it or have a confirm you want to publish before ...
over 2 years ago in Agenda 3

Calendar of events

Use Board Pro to show calendar of key events that Board members need to be aware of - so not just Board meetings but could be other meetings they may want to attend or other association AGMs or awards evenings, etc. Use Board Pro as the central st...
almost 4 years ago in Committee Improvements 1

Annual work plan

It would be good to be able to upload all the board's annual tasks and activities for the year into BoardPro and then be able to review and reuse the list year after year.
over 8 years ago in  17

Move agenda item to a future meeting

Whe reviewing the Agenda. Sometimes you decide to move an item to a future meeting. It would be good to be able to select this from the Agenda item menu and move it (assuming the meeting has been created of course) :)
about 4 years ago in Agenda 2

Agenda templates - own custom templates

At present the only ways to build an agenda is to either clone an exiting agenda from the same meeting series, or to use the best practice template (or possibly start from scratch). It would be good to be able to build my own template agenda which...
about 4 years ago in Agenda 2

Pre write resolutions when creating the board pack

Pre write resolutions when creating the board pack so it saves time doing it on the day and accuracy of resolution
about 2 years ago in Board Pack 0

Could we have a Deputy Chair category please?

It is useful when the Chair is unavailable and the Deputy chairs a meeting. Not everyone at the meeting may know that the person taking the meeting is the deputy.
almost 4 years ago in Roles and Permissions 2