Ideas Portal - BoardPro
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Action Items

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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

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!!
over 3 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.
over 3 years 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

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
almost 8 years ago in Action Items 2

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
over 4 years ago in Action Items 1

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.
over 6 years ago in Action Items 3

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

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

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