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Ideas Portal - BoardPro

Action Items

Showing 40 of 363

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...
over 1 year 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 ...
over 1 year ago in Action Items 0

Ability to put a note and an action item in simultaneously rather than having to close one to go to the other

No description provided
over 6 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

Filter/Sort Action items

Sorting actions by due date/completed date.
almost 2 years ago in Action Items 0

Easy access to edit all actions when taking minutes.

No description provided
almost 2 years ago in Action Items 0

Make new action items more visible

I'd like to be able to quickly see new action items raised when I review the draft minutes.At the moment, they can get lost in the wider list with older items.
over 4 years ago in Action Items 0

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

Can't link actions to minute notes

You can't currently link actions to the minute notes they apply to. As such, you have to copy/duplicate meeting minutes inside an action so that the action owner has the necessary detail and context. The best solution for this might be the ability...
about 5 years ago in Action Items 3

Task Management is good... but clients want to use it for everything now!

Task management/accountability/action is one of the weakest areas for most businesses. As such, all my clients are loving the Action Items functionality in BoardPro. The WHAT, WHO and, most importantly, the WHEN and automatic email followups! Howe...
over 5 years ago in Action Items 4