Ideas Portal - BoardPro

Filter action list in agenda by status

there are some items in our list which are on hold; they haven't been completed, we aren't working on currently but we don't want to delete them as they may be picked back up eventually. Having them show up on the action list every meeting clogs things up a little bit so it would be really good if there was a way to select to not have them show up in the agenda or minutes

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  • Oct 26 2018
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    Vicki van Eeghem commented
    24 Mar, 2021 11:26am

    Thank you for your idea.

    When using BoardPro's Smart Agenda Item Action List you are able to select what the board reviews. By default all are selected and therefore will appear on the PDF version of the Action List however, you can untick what you don't want to be reviewed as well you can also update the date (clicking on the calendar icon) to select a time frame that you require.