Here's a quick summary of features released with BoardPro's version 2.6

  1. Emailing the Minutes
  2. Emailing new Actions Items
  3. Easily update your Action Item 
  4. Schedule when to confirm the Minutes
  5. Minutes and the Interest Register now included in your board pack

Emailing the Minutes

When you have finished drafting the Minutes you can now have BoardPro email a link to the to board members and meeting attendees so they can see the review the Minutes.  You can decide who is sent them and when.  

NOTE: They must have a BoardPro login to be able to download the Minutes.

Email an Action Item notice

When you are finished with the Minutes you can send an email notice to the owners of Action Items reminding them of what they agreed to do, and by when.

NOTE: This does not include an automatic reminder of the action item - that is coming soon. 

Easily update the Action status

When you receive an email reminder of an Action Item, you can easily flag it for your task list, and when it is done, simply click on the DONE button in the email!

Improved scheduling of Minute confirmation

When you have finished drafting the Minutes you are now prompted to select a future meeting to confirm these Minutes.  BoardPro will automatically include them when you build that agenda, and include them in the board pack of that meeting.

Minutes and the Interest Register now included in your board pack

Copies of the Minutes to be Confirmed and the Interests Register are now included automatically in the board pack. 

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Please check these out and let us know if you have any questions or run into a problem.

If you have any questions, or need a hand with BoardPro, simply click on the blue chat icon below to contact us and we will be in touch.  

Thanks!
Kim
BoardPro 

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Ideas Portal

Got any ideas you would like to see in BoardPro?  Visit our Ideas Portal  at http://ideas.boardpro.io where you can see if the idea is already listed.  If so, you can vote for it!  If not, you can add it in!  

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