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Action Items

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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 ...
about 2 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...
7 months ago in Action Items 0

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...
7 months 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...
9 months 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
over 1 year ago in Action Items 0

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...
over 1 year 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.
almost 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...
almost 2 years ago in Action Items 0

Notification of action completion

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

Have the option to not include Actions in the Minutes document

It is good to record Actions at a meeting but not to have them form a part of the Minutes document. Provide a tick box to not include the Actions.
almost 2 years ago in Action Items 0