Ideas Portal - BoardPro
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Action Items

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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 6 years ago in Action Items 4

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 7 years 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 2 years ago in Action Items 0

Action Lists - Board vs Management

We often have actions for management that result from the board meeting and rather than clutter up the Board action list, I end up typing 'action' in red caps beside it in the notes section of the action. This can sometimes get missed, so it would...
over 3 years ago in Action Items 1

Introduce 2 categories of Actions, ie Strategic or Operational

It is common within Board meetings to recommend actions that are Operational but afterwards the Board is often only interested in reviewing/monitoring the progress of actions that are of a Strategic nature. Therefore our Board has requested if Boa...
about 4 years 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 ...
over 5 years ago in Action Items 0

add notes/updated to actions from the take minutes screen

Actions are discussed and updated at the board meeting - it would be cleaner to add an update rather than have to edit the action and type the date and an update. As a Board Secretary its often my job to run through the actions list, when there ar...
about 1 year ago in Action Items 1

Include more updates to Action items in Board Pack

Currently the Board pack only shows the most recent update to an action item. It would be great to be able to include all updates in the board pack; or allow the Action item's owner or Company Secretary to choose the updates relevant to include in...
over 1 year ago in Action Items 0

Notification of action completion

A notification emailed to account owner or secretary advising an action has been completed.
over 2 years ago in Action Items 0

Filter/Sort Action items

Sorting actions by due date/completed date.
almost 3 years ago in Action Items 2