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Ideas Portal - BoardPro


Action Items

Showing 38 of 358

Transfer actions between meetings

Sometimes, you need to shift action points between meetings so that they belong to the right person. BoardPro doesn't allow for this currently. You have to delete and create actions again... AND raise those actions inside a board meeting. This rel...
almost 5 years ago in Action Items 4

Introduce 2 categories of Actions, ie Strategic or Operational

It is common within Board meetings to recommend actions that are Operational but afterwards the Board is often only interested in reviewing/monitoring the progress of actions that are of a Strategic nature. Therefore our Board has requested if Boa...
about 2 years ago in Action Items 0

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.
11 months ago in Action Items 0

Full details of text of Action Items in Agenda and Minutes is required

At times, Action Items are ongoing over many meetings and text is added to the Action Items. However any text isn't shown in the 'Read Online' or 'Download' of the document. This text needs to be seen by the Board or Committee members, especially ...
over 3 years 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...
11 months ago in Action Items 0

Action Lists - Board vs Management

We often have actions for management that result from the board meeting and rather than clutter up the Board action list, I end up typing 'action' in red caps beside it in the notes section of the action. This can sometimes get missed, so it would...
almost 2 years ago in Action Items 1

Increase the number of characters in an item title

We needed more than the 75 characters allowed for an item title. I would suggest at least double that to 150. Unlimited would be the best.
almost 2 years ago in Action Items 0

Have separate action lists for each meeting

We have two meetings a month. A general meeting and an in committee (Confidential meeting). The Action List has actions for both the meetings and appears in both. We generally upload our general minutes on our website for the public ( the actions ...
about 1 year ago in Action Items 0

More control over action reminders

Can we please control when the final reminder is sent out. A reminder the day before being due would be more useful for most of my clients.
over 3 years ago in Action Items 0

Filter/Sort Action items

Sorting actions by due date/completed date.
about 1 year ago in Action Items 0