Released Enhancements
Optional Randomized Order for Manual Voting in Minutes
Agenda and Meeting Management Select has a new optional setting in the Minutes module. With this enhancement, clerks can now randomize the order of board members when conducting manual votes. This supports fairness and reduces manual effort during vote recording. It also removes the need to rearrange members’ voting order for each vote while preserving existing behavior by default.
Enhancement Summary
Per-Board Setting: A new “Randomize manual voting order” checkbox is available when adding or editing a Board. You can find it by navigating to Settings, clicking the User and Global Settings tile, and selecting Boards. The setting is saved per board and is unchecked by default.
Randomized Manual Voting: When enabled, board members appear in a random order each time a clerk starts a manual motion in Minutes.
Re-Randomization Behavior:
Each new manual motion generates a new randomized order.
Deleting and recreating a motion re-randomizes the order.
Starting a manual vote on a different agenda item re-randomizes the order.
When copying a motion, the randomized order carries over to the copied motion.
No Impact on Other Voting: This setting does not affect:
Electronic voting
Roll call order
Board member order in Board Settings
Board Portal or Public Portal displays
Vote calculations, results, or reporting
Automatic Updates: Changes to board membership (additions or removals) are automatically reflected in future manual votes.
What to Expect
Clerks who enable this setting can conduct manual votes with confidence that member order is randomized fairly each time, without altering any existing workflows for boards that prefer a fixed order. Boards that do not enable the setting will experience no change to current behavior.
“+TASK” Button Added to Minutes Summary Page
Users with appropriate permissions can now create tasks directly from the Minutes Summary page of an agenda item. This enhancement helps streamline task creation during and after meetings. It reduces workflow friction by keeping task creation within the minutes context.
Key Details
New “+TASK” Button: A new “+TASK” button has been added to the Minutes Summary page. It is positioned to the right of the existing “+Speaker” button for easy access.
Permission-Based Visibility: The “+TASK” button is only visible to users who have the Add Task permission enabled in their Security Profile. Users without this permission will not see the button.
Seamless Task Creation: Clicking the “+TASK” button opens the existing New Task pop-up. This allows users to create tasks using the familiar task creation interface without navigating away from the item.
Consistent Behavior: Existing “unsaved changes” behavior on the Minutes Summary page is preserved. This ensures no unintended data loss during task creation.
Accessible Design: The button and task creation flow meet accessibility standards. This includes keyboard navigation and WCAG 2.2-compliant contrast and focus handling.
What This Means
Clerks and staff can quickly create follow-up tasks from the Minutes Summary page. This improves efficiency when capturing action items tied to agenda discussions. This enhancement keeps related work in context. It also supports smoother meeting and post-meeting workflows.