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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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 ...
The 'Presenter' field only allows you to choose from those who have a BoardPro login. Often, you have a guest presenter, e.g. a prospective supplier, Sales Manager, IT Manager. We need to be able to enter that too please. Ideally a freeform field,...
Currently board members have to download the ics file and then upload to their Outlook to add a meeting to their Outlook calendar. Ideal if they can click on Accept within the email and have the meeting saved to their calendar
Redact or Restrict the Minutes for Non-Board Members
Be able to redact or restrict specific parts of the Minutes for Non Board Members. For example Auxillary Staff who are attending the meeting and have read access to the Minutes but we may only want them to view specific agenda items.
I uploaded 4 documents to an agenda item, and realised that I attached it to the wrong agenda item. I had to delete the document and re-upload them to the correct agenda item.
It would make it a lot quicker and easier if it gave the option 'move t...
Further restrictions for folder/document visibility
Having the 'Board Only' lock feature is helpful, but would it be possible to further refine this for eg Chair and Secretary only? For things like reference checks for new Board members etc. Please expand ability to control access beyond "Board Onl...
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.
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!...
"In the recent BoardPro webinars we have been advised that the corporate Vision should always be prominent as a header on the agenda/board pack pages. How do we insert our Vision Statement, please? It would be good if a header could be developed f...
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...
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