Ideas Portal - BoardPro
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Action Items

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223 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
about 5 years ago in Action Items 41 Planned

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...
over 3 years ago in Action Items 5

Send just one email with all the action reminders for that person in it

Instead of having to send individual action reminder emails to one person for all of their open actions send just one email with all the action reminders for that person in it
over 1 year ago in Action Items 0

Action fields within decision to save extra typing

By having an action field within decisions actions can be immediately assigned if appropriate, rather than needing to generate the action separately. Only needs to be filled in if there is action to be taken. This would save a lot of extra typing!...
over 2 years ago in Action Items 0

A downloadable format of the completed action list

Ideally what we would like to see is a completed action list that may have been completed prior to a board meeting but can still be seen by the board?Two thoughts would be either to have a folder for completed action items in review - to then be c...
over 1 year ago in Action Items 0

Follow up to Action items

If I have an action to complete, is there anyway to comment on the action (once you have done it or have the info) so that the info goes out to all the people on the Board
over 3 years ago in Action Items 1

Add the actual date the action was completed

When you complete an action and update it, the date is shown as completed, but it may differ from when it was finished. For example, if my board member forgot to update the action status, I do it at the next meeting a few weeks later. It would be ...
2 months ago in Action Items 0

add notes/updated to actions from the take minutes screen

Actions are discussed and updated at the board meeting - it would be cleaner to add an update rather than have to edit the action and type the date and an update. As a Board Secretary its often my job to run through the actions list, when there ar...
7 months ago in Action Items 0

Able to Delete an Action

Sometimes action is raised during a meeting, however, at a later time deemed not necessary or no longer needed. It would be nice to be able to delete it even if the minutes have been confirmed.
about 2 years ago in Action Items 2

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...
over 6 years ago in Action Items 1