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...
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 ...
Download a PDF summary of the Action List by Meeting or from the Action List page
It would be helpful to be able to download a summation of the Action List, not by date but by meeting. At the end of the minutes, you can see a summary of actions for that meeting. It would be helpful to download that as a separate PDF or do it on...
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 ...
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?
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...
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