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Ideas Portal - BoardPro


Action Items

Showing 37 of 349

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 2 years ago in Action Items 0

Actions between meetings

Best-practice task management platforms are always on. BoardPro is only on for one-day/month when you meet. This is a major weakness in the product compared to indirect competitors like Asana, Monday, Trello etc. You've just added inter-meeting re...
over 2 years ago in Action Items 4

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...
almost 5 years ago in Action Items 1

Could we have more options added to the Due Date for Action Items

It would be helpful to be able to select options other than having to choose a specific date such as: a) Next Board Meeting b) Ongoing WIP
about 6 years ago in Action Items 2

Actions need a priority feature

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.
almost 5 years ago in Action Items 3

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...
almost 2 years ago in Action Items 1

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.
5 months ago in Action Items 0

Download a PDF of the Action List by Meeting

It would be helpful to be able to download the Action List not by date but by meeting. Currently they can be included on the Minutes and when building an agenda you can definitely sort via date but if you just want to focus on a specific meeting y...
5 months ago in Action Items 0

A record of Action email history in BoardPro.

When sending out a manual "Send Reminder" action email, it would be helpful to be able to see the email messages sent with the reminder. Would this be possible?
11 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
almost 3 years ago in Action Items 0