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Action Items

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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.
about 1 year ago in Action Items 2

Notification of action completion

A notification emailed to account owner or secretary advising an action has been completed.
over 1 year 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...
over 2 years ago in Action Items 1

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...
almost 3 years 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.
about 4 years ago in Action Items 0

Have the Action Items appair in the same way as the main Adenda ie in a list in the Adenda

This would mean the same process is followed during the meeting as all the other items on the Agenda
almost 5 years ago in Action Items 0

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...
16 days 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...
2 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?
almost 2 years ago in Action Items 0

Timestamp for action comments

It's very frustrating at present how we have to create our own system for adding comments to actions. I've tried to create a manual workaround using initials and dd/mm/yyyy but, with multiple contributors, this gets messy fast. See screenshot belo...
almost 2 years ago in Action Items 1