Manage the tenure of your current Board members directly within BoardPro so you can stay on top of Board member terms
Note : Only available in the brand new BoardPro user interface. Contact the Support Team in live chat or email - support@boardpro.com to learn more about how you can switch over to the new interface.
Where to Find It
Navigate to the People section using the left-hand menu.
Click on the Board Profile tab at the top of the page.
This page is automatically populated with information from your current Board members, so you can jump straight into updating tenure details.
Add Start and End Dates
You have the option to enter:
Start dates – when each Board member began their term. When you add a start date this person will appear in board meetings as a board member from that date onwards.
End dates – when their term is expected to finish. Adding an end date does not affect how this person appears in board meetings. Note that the end date will not automatically update or remove a Board member from the people list, the Admin on the account will need to manually update accordingly.
Both fields are optional, so you can fill in what’s relevant for your organisation.
Important notes
If a person is added to the People list only (without a Board Profile start date), they will show as whatever role they were added as (e.g. Board member).
If a start date is later added in Board Profile, that takes priority. The individual will only appear as a Board member in documents from that date forward.
End dates only create notifications — they do not change how someone appears after the date passes.
Notifications
Admins get automatic reminders of tenure end dates. You can adjust these under Manage Notifications.
This feature is available only in the new BoardPro UI. Contact us via live chat or email support@boardpro.com if you’d like to switch over.
Smart Notifications for Administrators
If you add an end date for a Board member:
The nominated administrator will receive two reminder notifications:
6 weeks before the end date.
1 day before the end date.
To customise these alerts, click on Manage Notifications and adjust them to suit your needs.Note: Any changes made to the board profile will reflect in the Change log of the people
What’s Next?
We’re continuing to enhance this feature, so stay tuned for future updates and improvements in this space.