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Ideas Portal - BoardPro
Created by Guest
Created on Sep 21, 2016

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. 

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  • Guest
    Reply
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    Aug 12, 2024

    As regulation and compliance become more complex every year, an functional annual work plan that updates as commented below would be super useful.

  • Guest
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    Jul 22, 2024

    This would be super handy. It would be great if it could be automatically included in Board Papers as the Interests Register is

  • Guest
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    Mar 2, 2024

    Yes please. Make it a Smart Agenda Item so it updates automatically when tasks are added

    Also please integrate with Zoom so you don't have to go out - set up link in Zoom - and back into BoardPro to paste link

  • Guest
    Reply
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    Nov 22, 2023

    Yes please!!


  • Guest
    Reply
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    Jul 25, 2023

    Yes and also have the tasks appear automatically in the corresponding meeting agenda

  • Guest
    Reply
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    May 9, 2022

    +1

  • Guest
    Reply
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    Mar 3, 2022

    ooh yeah

  • Guest
    Reply
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    Jan 11, 2022

    this gets my vote

  • Guest
    Reply
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    Oct 18, 2021

    This would be a great enhancement

  • Guest
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    Jul 8, 2021

    Yes please

  • Guest
    Reply
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    May 17, 2021

    Some boards also call it:

    • Annual Board Agenda

    • Annual Board Calendar

  • Guest
    Reply
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    Jan 15, 2021

    +2 votes from me

  • Guest
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    Nov 4, 2020

    It would be great if this automatically flowed through as an action into the board agenda

  • Guest
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    Oct 30, 2020

    This would be a helpful feature - especially if there was a standard libary of tasks.

  • Guest
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    Aug 18, 2020

    This would be very helpful - actually thought it was part of BoardPro and was one of the features that we made the decision to use BoardPro on. Will do workaround through loading all against 'Board Work Plan' in an agenda.

  • Guest
    Reply
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    Aug 17, 2020

    This should be an auto item just like the interests register, minutes and actions list :)

  • Admin
    Product Team
    Reply
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    May 8, 2018

    Requested 3x times this week.

8 MERGED

Board Annual Work Plan

Merged
Richard McLean: if there was a template for a work plan, then building a meeting agenda could include automatically dropping in work plan items.
over 7 years ago in Other Category 1