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Categories Meeting improvements
Created by Guest
Created on Jun 1, 2018

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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit BP-I-277 Ability to share items between board and its committees.

Can't use an agenda from another account Merged

I am currently setting up an agenda for a Sales Committee. I want to copy the Board Meeting agenda, but it won't let me. This wastes time having to create a PDF version and copying and pasting.

The same thing happens for my other boards. I can't clone my template when setting up new clients.

  • Guest
    Reply
    |     Feb 27, 2020

    Hi BoardPro. This is still a frustration when setting up new clients. Any plans?

  • Guest
    Reply
    |     Feb 19, 2020

    This would be SO helpful. We have a Full Board and Executive Board. I use the same agenda for both  -  so migrating agenda would  be a magic time saver

  • Guest
    Reply
    |     Sep 28, 2018

    Hi guys - any updates on this? I just had to set up a new client and it drives me nuts that I can't create my agenda template from other clients to save me time. 

    I currently have to manually set up sections, and copy and paste from PDF to each field.

    Cheers

  • Guest
    Reply
    |     Jun 7, 2018

    We have a similar issue where various committees are granted permission to access Board documents and Minutes. We download the document and then save it to the entity requiring the document. It would save time and server space if we could just link to documents (assuming that they are within the security realm of the target users).