BoardCloud Features Roadmap

Voting Enhancement

Added the ability to record motion (vote) proposer, called Motioned By.  Also has a Seconded By member option. Voting works even when montioned or seconded by fields are left blank.

Custom Member Profile Properties

We have added a custom field capability to the Member Profile. 

Any number of custom properties can be added to members profiles. Each custom property has a label (name) and a value to store. 

Supported custom data types include: 

• Yes/No
• Date and or date-time
• Text
• HTML text
• Drop down lists (cascading)
• Numeric

At this stage new field definitions need to be added by our technical team.

Email Fixes

We completely upgraded the mail sending libraries to most current SMTP versions. Many changes were made to ensure that mail sending operations are a reliable and smooth as possible.

Dashboard View Calendar Reworked

Recently we adjusted the landing page (Dashboard) page of BoardCloud to be less cluttered with a simpler look. The new calendar widget called My Meeting Planner was clunky and somewhat perplexing to use, so we rewired it to make it easier to browse past and future meetings.

Meeting

Minutes Editor now always available (it used to be unavailable until a meeting opened).

Major changes to the pack builder

Pack agenda improvements

• Page numbering 
  • numbering now starts after cover and index pages
  • positioning improved
• Index page settings expanded to allow for control of:
  • Title, committee name and venue on the index page
  • Attendee list now optional

Redesign of committees

• Layout simplified
• Tabs for extra function
• Committee email function - can now send selected committee members emails

Admin area improvements:

• Functionality to send member email added
• Logo manager design updated to be in line with cover and divider managers

Member directory upgrade still in progress - show more detailed member info 

Minutes Builder Enhancements

• Increased integration with agenda for votes (resolutions) and attendance
• MSWord template enhancements
• Publish of minutes revision history
• Minutes notifications
• Unpublish capabilities added 

Multi-Factor Identification Option Added

Email based MFA is now available for any member.

Member Profile Resource Documents Functionality

Added the ability to store documents (such as ID's and certificates, diplomas against a member's profile. Documents are visible to Administrator's and the individual member only.

Board Pack Building Improvements

• Page numbering placement control (left, center, right)
• Agenda index formatting improved
• Multiple page index enhancements
• Page numbering positioning improved 

Meeting Enhancements (Stats and refresh capabilities)

Improved refresh of updating elements throughout the entire meeting UI.

Multiple Small Adjustments or Tweaks

Over 50 small tweaks to various parts of the system.

Agenda Restricted Document Access

• Added document restriction for selected users 

Forms and Surveys

• Improved user interface

PDF pack

• page sizes made consistent with the BoardPack settings A4/Letter
• hyperlinks agenda index - fixed color and width when viewed in Acrobat

Meeting Notify

• Added ability to notify meeting members of meeting by email before the pack is published (mail sends no meeting/packet links)

Tabbed Interfaces UI

• Tabbed overview page
• Tabbed agenda/resources/minutes section
• Tabbed resources/ upcoming / past meetings on the committee's page

User Profile

• Improved user profile template

Improvements Log:

1. Meeting: Document for review icon moved under Details card
   
2. Viewer:  Bookmarks default to open when document opens
3. Viewer: Agenda index items clickable area lengthened to include page numbers

A post major version 5 minor upgrade was posted at the end of march 2024.

The major feature Creating a series of Repeating Meetings was finalised.

The following issues were addressed:

Meeting Page Tabbed Interface Part 2 Completed

The simplification of the Meeting page interface is now almost complete. This has resulted in a much cleaner UI, with two panes:

• Overview - main tab showing meeting details and participants, with all meeting engagement graphs in a Stats pane
• Agenda - with three tabs, one for the agenda, meeting resources and meeting minutes, respectively

(Note the final part of this UI change will be to move all action items into a Actions tab)

Forms Library

The Forms Library was completed, allowing for the creation of forms outside a meeting. This feature also allows users to view and complete any forms assigned to them from and point in the system.

• Forms and Surveys
  Create any kind of form or survey. Directors Interests, pop quizzes and more
• Global Search
  Search past meeting packs using full text search
• Meeting Chat
  WhatsApp type chat in any meeting
• Enhanced Member Profiles
  Profile images, Term, Company, Job Title and bio
• Meeting Resource and Committee Libraries
  Include reference documents and YouTube videos
• New Member Management System
  Completely new screens and enhanced functionality
• New Cover Page Manager
  Better, easier to use. Set font colors and more

Meeting Interface Improvements

Improved and simplified the meeting dash (Details) pane.

• Packs and minutes are now visually displayed as thumbnails
• Packs are now automatically assembled and displayed when these images are clicked. The new pack thumbnails can be seen in the image below. Clicking on the meeting pack image below will generate a new version and open it for viewing.

Publishing Meetings

Previously the publish action performed two tasks. First, the meeting was published, making it visible to members. Second, a notification email was sent to all meeting attendees. These tasks have now been split so that notifications can be sent separately and to selected members instead of the entire committee.

A separate Publish button to publish a meeting (or minutes) is provided. 

Voting System:

Improved the look & feel and functionality of the voting system. Most notably the meeting admin can now record votes for members who are not in the meeting.

Pack Review Process:

Sending a pack for review has been simplified. Now any member(s) can be selected from the Notify dialog to receive a pack for review. The review process itself has been streamlined to make it easier for reviewers.

Pack Permalinks

Links to packs and meetings are sent as part of the notification email. These links are crafted to always lead to the latest published pack, no matter how many versions have been published.

Revisions Removed:

There is no longer a revisions pane at the bottom of the meeting. Revisions are only displayed for published meetings and a history of revisions is available in the Cogs menu.