Ideas Portal - BoardPro
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Action Items

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Add an Action to someone who is not on the Board or Committee

What I want is to be able to allocate actions to some of the executive leadership team for items that are brought up at the board meeting. The minute secretary could then email the action to the manager for follow up.?
8 days ago in Action Items 0

Send email notice to all Action Owners when update left

If multiple owners are on an Action and one leaves an update, the others are not notified and may not see it until several days later. It would be valuable to receive a notice of when an update has been sent to all people associated with that spec...
3 months ago in Action Items 0

Add the actual date the action was completed

When you complete an action and update it, the date is shown as completed, but it may differ from when it was finished. For example, if my board member forgot to update the action status, I do it at the next meeting a few weeks later. It would be ...
8 months 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

Add in reminders for overdue actions

I love that we can choose the cadence of reminders for meetings and actions. However, it would be good to say send a reminder for overdue actions every 3,5 or 7 days... once the actions are overdue, they often get missed until the next board meeti...
about 1 year ago in Action Items 0

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

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
about 2 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 2 years ago in Action Items 0

Show more detail for actions raised in the meeting

It would be great, time saving and helpful to show more information under Actions Raised in the Meeting, instead of the heading only.
over 2 years ago in Action Items 2

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