BoardPro

Automatically keep your agenda up to date with BoardPro's Smart Agenda Items.

Introduction to Smart Agenda Items

Easily track and follow up on assigned actions from previous meetings

Smart Agenda Item: Action List

Simply link a past meeting to this meeting to automatically include the Minutes in this Board Pack

Smart Agenda Item: Confirm Minutes

Manage and track board members’ interests with the Interests Register.

Smart Agenda Item: Interests Register

Mike Patterson

Rajit Theodore

Smart Agenda Items 

BoardPro Limited

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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