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.?
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
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!...
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
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...
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
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!!
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.
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