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Ideas Portal - BoardPro
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Action Items

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Send just one email with all the action reminders for that person in it

Instead of having to send individual action reminder emails to one person for all of their open actions send just one email with all the action reminders for that person in it
11 months ago in Action Items 0

Ability to change order of action list

We require the ability to change the order of the action list, and how it comes up when exporting. This should be made possible with either a drag and drop or a numbering function
almost 4 years ago in Action Items 1

Able to Delete an Action

Sometimes action is raised during a meeting, however, at a later time deemed not necessary or no longer needed. It would be nice to be able to delete it even if the minutes have been confirmed.
over 1 year ago in Action Items 2

Action items allocated to a different meeting

Would be useful to, for example, originate an action item in a board meeting but have it assigned to a sub-committee.
over 2 years ago in Action Items 0

Transfer actions between meetings

Sometimes, you need to shift action points between meetings so that they belong to the right person. BoardPro doesn't allow for this currently. You have to delete and create actions again... AND raise those actions inside a board meeting. This rel...
over 5 years ago in Action Items 4

Ability to duplicate an action and then simply assign to another person

Often we need an action such as "provide your report on xyz to abc by date" and multiple board members are required to do that action (not necessarily on the same team so different to assigning the action to several owners also want the individual...
almost 3 years ago in Action Items 1

A downloadable format of the completed action list

Ideally what we would like to see is a completed action list that may have been completed prior to a board meeting but can still be seen by the board?Two thoughts would be either to have a folder for completed action items in review - to then be c...
about 1 year ago in Action Items 0

Schedule Action items

My outlook diary is my one source of truth and I use it to schedule all my work. One of the life changing tips I give my board members is that emails can be picked up and dropped into your calendar - ie: action reminders so that actions are schedu...
over 1 year ago in Action Items 0

Full details of text of Action Items in Agenda and Minutes is required

At times, Action Items are ongoing over many meetings and text is added to the Action Items. However any text isn't shown in the 'Read Online' or 'Download' of the document. This text needs to be seen by the Board or Committee members, especially ...
about 4 years ago in Action Items 0

Ability to put a note and an action item in simultaneously rather than having to close one to go to the other

No description provided
over 6 years ago in Action Items 0