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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All ideas

    Poll or Ballot Vote

    It would be great to have an option of Poll Voting instead of multiple agenda items for decisions made for the same vote. For example: when we are voting for a new board position and there are multiple candidates it would be much easier to tick a ...
    over 3 years ago in Minutes 1

    Board Pack preview prior to publishing the agenda

    Useful if you need to view or distribute the Board Pack ahead of publishing for review. Would like to see this in PDF.
    about 6 years ago in Board Pack 5

    Add a "publish" function to minutes

    It would be good if the secretary's draft of the minutes (and comments /queries noted on that first draft) were not viewable by the other directors or management until the chair's amendments are incorporated and approval given to circulate. Apprec...
    over 4 years ago in Minutes 3

    More options for Filtering Actions

    We tend to have meetings around specific items such as finance, HR or Asset Management. It would be useful on the Action List page and on the Action Agenda Item to filter actions not only by current or completed status, but also to sort them by th...
    10 months ago in Action Items 0

    Provide the ability to copy the interests for a board member to his interests as a committee member after he has already been set up rather than only being able to do it at the time he is set up as a member of a committee.

    It would save time for administrators and users where this was ommitted to be done on initial set up.
    over 3 years ago in Interests Register 3

    Ability to change order of action list

    We require the ability to change the order of the action list, and how it comes up when exporting. This should be made possible with either a drag and drop or a numbering function
    over 6 years ago in Action Items 1

    Ability to undertake Board Effectiveness Surveys within BoardPro

    Given that a Board should conduct evaluation on an annual (or biennial) basis, it would be beneficial to be able to conduct this process within BoardPro. I have seen this functionality in another Board software solution.
    about 4 years ago in Other Category 1

    Follow up to Action items

    If I have an action to complete, is there anyway to comment on the action (once you have done it or have the info) so that the info goes out to all the people on the Board
    over 5 years ago in Action Items 1

    Add Images to Minutes

    Attaching files is good, but it would be helpful to be able to place images directly into text boxes, e.g. notes/decisions/actions. This could be a diagram, or photo of a whiteboard discussion.
    over 8 years ago in Minutes 8

    Action fields within decision to save extra typing

    By having an action field within decisions actions can be immediately assigned if appropriate, rather than needing to generate the action separately. Only needs to be filled in if there is action to be taken. This would save a lot of extra typing!...
    over 4 years ago in Action Items 0