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Action Items

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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

It would be good to have additional Status available for Action Items

Sometimes Actions Items are no longer required, due to the outcome from other events. Sometimes they merge with others etc. It is good they can be edited and additional notes, but also it would be better to set a status of "Not completed" "Superce...
almost 3 years ago in Action Items 5

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 3 years ago in Action Items 1

Ability to group several actions under one person

Some minutes have the actions collated at the bottom of a section, grouped into each person. This helps people to see who's doing what more easily and avoids duplication. However it is tricky to set this up in Boardpro, especially with the limitat...
about 3 years 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!!
about 3 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 3 years ago in Action Items 4

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 4 years ago in Action Items 1

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

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 ...
about 4 years ago in Action Items 0
208 VOTE

Allocate an action item to more than one Board member

Allow/allocate/delegate/assign 2 or more people to work as a team on an action
over 4 years ago in Action Items 39 Planned