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.
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...
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...
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...
Actions are not created equal, e.g. "Countdown ranging proposal" is far more important than "Add stock turn into sales report". Outlook uses standard or high priority which is ok. I prefer a 3-point scale: High, Medium, Low.
Ability to add a document to, or via an Action item
Actions often involve the creation of a document external to boardPro (a Word doc or an excel file or an email etc). This document is the 'proof' or the output of the Action. Users want to be able to attach this to the Action item so that in futur...
One question that came up was, when there are actions sent out, is it possible to get all the actions for one person sent in one email rather than multiple ones? Please advise when you get a chance.
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