Ideas Portal - BoardPro

Customise the style and format of the board pack

Requested by Leon Collier: 

  • Guest
  • Jul 12 2017
  • Attach files
  • Guest commented
    22 Sep 02:36am

    Hi - would really helpful if we could adapt and change the templates of the Agenda's and Minutes etc, as currently they look atrocious to be honest. Please hurry up and allow this functionality.

  • Guest commented
    18 May 02:16am

    I would like to be able to change the name of "Board Pack". Our organisation has a Council not a Board so would like the terminology used to be more appropriate to them.

  • Guest commented
    29 Nov, 2021 12:22am

    I would like to see more flexibility similar to Word where some formatting (remove spacing between my case a list of attendees is correctly on the first page but then the list of guests is formatted to start on the next page...a huge gap between the two lists of names

  • Guest commented
    7 Nov, 2021 08:12pm

    Kia ora, I was wondering if it's possible for BoardPro to create an automatic title page between each section in the board pack, so that as you scroll through each section, and section attachments, there is a title page between each (section/subsection) that is linked to the main agenda page. This will help ease readers from one section to the next when scrolling through the board pack.

  • Guest commented
    25 Oct, 2021 08:13pm

    i would like to soften the look of the agenda by changing the fonts and the sizing. We don't use the minute function at all due to the layout.

  • Guest commented
    7 Sep, 2021 01:37am

    Just trying to address a minor issue relating to Minutes. The issue relates to an ability to edit the document once all sections have been completed and therefore needs to be correct.

    Where a Minute or Flying Minute is appended to the Minutes using Director names there is a minor formatting issue in that Director names appear with an additional and un-necessary space after each name so that it appears as ”John Smith , Mary Smith , etc” instead of simply “John Smith, Mary Smith etc”. Can this additional space please be removed.

  • Guest commented
    20 May, 2021 11:44pm

    It would be really good to be able to adjust the font and whether headings are bold in the Agenda as it looks a little chunky on presentation, so it would be nice to slimline it down a bit, so being able to change the font and heading style would be helpful.

  • Guest commented
    25 Feb, 2021 09:02pm

    i would like to be able to remove the Header "Close Meeting"? For some reason it has a header and an agenda item which makes no sense to me because when you close a meeting there are no agenda items besides closing the meeting

  • Guest commented
    19 Feb, 2021 02:05am

    Hi there, our previous agends have been prepared in word and were easily formattable. I like Board -Pro but am really struggling to make the document look like one piece of work. Additional formatting functionality would be great, I have spent a good deal of time fighting to get the presentation consistent.

  • Guest commented
    11 Feb, 2021 10:18pm

    Hi There... we are new to Boardpro however, we see that we are unable to edit the Agenda headings and sub headings, it would be great to have the ability to edit the font, bold, size etc.

  • Guest commented
    17 Dec, 2020 08:35pm

    Also - ability to customize a footer would be great. For example adding in the word "confidential" on each footer so it replicates on every page would be helpful.

  • Guest commented
    8 Dec, 2020 09:40pm

    It would be great if we had more flexibility over the functionality of headings and subheadings - particularly font sizes and colour. Love boardpro though :)

  • Guest commented
    6 Oct, 2020 09:40pm

    Hi - adding to the comments below, we have also had some feedback on the ability to change the look and feel of the Board pack, such as changing the cover page, removing the index, removing the requirement to sign minutes for Committees and to be able to change the default formatting to the company style (font and spacing mainly).

  • Guest commented
    17 Aug, 2020 04:48am

    I've just had a comment from a new company on BP asking to change the format of the printed minutes!

  • Guest commented
    24 Jun, 2020 02:48am

    I agree with everything said here. The ability to format the agenda style/text would be greatly appreciated. Also the ability to remove items such as "Close Meeting"if not needed - a lot of NZ meetings just do General Business and then that's it. The ability to simplify and streamline the agenda would be appreciated.

  • Guest commented
    26 May, 2020 02:03am

    Hi, we are currentlly trialing BoardPro. one of our board members has noted that the agenda and minutes are 'rather clunky and "americanly" old-fashioned in style', and suggested we update the formatting to be smoother .... I am not seeing any options for different format options. Do you have any plans to include this as an option at all?

  • Guest commented
    14 May, 2020 03:43am

    I am loving BoardPro, however it would be good to have control over functionality of headings and subheadings - i.e. bold, size and colour.

  • Guest commented
    27 Nov, 2019 05:05am

    Hi there,


    Hope you are having a lovely day.


    We would like to suggest a format change to the Agenda and are hoping you can assist.  Would it be possible to change the main headings and make them bold and then have the sub-headings not in bold. It seems to be in the reverse at the moment and we feel it would make more sense and look better to have the main headings bolded.


    If you could please let me know that would be wonderful.


    Thanks so much.


    The SAFV Centre