Action Items

Actions often involve the creation of a document external to boardPro (a Word doc or an excel file or an email etc). This document is the 'proof' or the output of the Action. Users want to be able to attach this to the Action item so that in futur...

It would be helpful to be able to select options other than having to choose a specific date such as: a) Next Board Meeting b) Ongoing WIP

If I have an action to complete, is there anyway to comment on the action (once you have done it or have the info) so that the info goes out to all the people on the Board

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

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

Actions are not created equal, e.g. "Countdown ranging proposal" is far more important than "Add stock turn into sales report". Outlook uses standard or high priority which is ok. I prefer a 3-point scale: High, Medium, Low.

By having an action field within decisions actions can be immediately assigned if appropriate, rather than needing to generate the action separately. Only needs to be filled in if there is action to be taken. This would save a lot of extra typing!...

An AGM action is not appropriate for a Board meeting and should be kept separate. A suitable due date applied will prevent the item from being lost before the next AGM!!

One question that came up was, when there are actions sent out, is it possible to get all the actions for one person sent in one email rather than multiple ones? Please advise when you get a chance.

Would be useful to, for example, originate an action item in a board meeting but have it assigned to a sub-committee.