Ideas Portal - BoardPro
ADD A NEW IDEA

Action Items

Showing 36

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.?
about 1 month 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

Action fields within decision to save extra typing

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!...
almost 3 years ago in Action Items 0

Follow up to Action items

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
almost 4 years ago in Action Items 1

Ability to add a document to, or via an Action item

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...
about 7 years ago in Action Items 1

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...
4 months ago in Action Items 0

Ability to change order of action list

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
about 5 years ago in Action Items 1

Ensure AGM action items roll over to the next AGM not the next meeting.

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!!
about 4 years ago in Action Items 0

Action items allocated to a different meeting

Would be useful to, for example, originate an action item in a board meeting but have it assigned to a sub-committee.
almost 4 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