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Decisions - new UI

How to add and edit decisions in the minutes.

Rajit Theodore avatar
Written by Rajit Theodore
Updated over 3 weeks ago

Adding a Decision
Decisions can be added against each agenda item (highlighted in green on the left-hand side).

Select Decision

In the Decision pop-up box, you can:

  1. Add a title. This is a snapshot of the decision, which allows the Board to search for a keyword in the title quickly rather than scroll through the list.

  2. Add the decision date (Note: BoardPro automatically sets the decision date as the day noted for the meeting; however, by clicking on the calendar icon, you can change the decision date)

  3. What was the outcome

  4. Add a mover and a secondary (not compulsory)

  5. Describe the decision in detail. This is where you can note any abstentions and other important information.

Edit a Decision
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There are two ways to open the decision to edit once it has been saved:

  1. Click on the decision to open

  2. Use the context menu on the top right corner.

From the context menu, you can choose to:

  • Edit the decision

  • Move it either up or down

  • Move it to another agenda item

  • Delete this decision.

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