Ideas Portal - BoardPro
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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 ...
10 months ago in Action Items 0 Shipped

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 2 years ago in Action Items 0 Shipped

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 Shipped

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.
almost 3 years ago in Action Items 2 Shipped

It would be good to have additional Status available for Action Items

Sometimes Actions Items are no longer required, due to the outcome from other events. Sometimes they merge with others etc. It is good they can be edited and additional notes, but also it would be better to set a status of "Not completed" "Superce...
about 4 years ago in Action Items 7 Shipped

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...
about 4 years ago in Action Items 1 Shipped
225 VOTE

Allocate an action item to more than one Board member

Allow/allocate/delegate/assign 2 or more people to work as a team on an action
over 5 years ago in Action Items 46 Shipped

Filter action list in agenda by status

there are some items in our list which are on hold; they haven't been completed, we aren't working on currently but we don't want to delete them as they may be picked back up eventually. Having them show up on the action list every meeting clogs t...
over 6 years ago in Action Items 1 Shipped

On the Homepage, actions don't link through

All you can do is change the status of actions on the homepage. The title should be hyperlinked so that you can go through to it and add comments.
about 7 years ago in Action Items 4 Shipped

Incorporate Action List in to minutes

Ideally actions is an agenda item and the list of undone actions is available within the minutes to update and make notes against at the time in the minutes it takes place. I manually print a list of actions and make notes then write up in to minu...
about 8 years ago in Action Items 0 Shipped