Ideas Portal

Ability to duplicate an action and then simply assign to another person

Often we need an action such as "provide your report on xyz to abc by date" and multiple board members are required to do that action (not necessarily on the same team so different to assigning the action to several owners also want the individuals to take ownership of their actions. Currently we manage this by copy and past. This is cumbersome, you can't save the action and come back to it until all of the compulsory fields are entered. More efficient to have a "duplicate action" option and simply change owner of the action.

  • Guest
  • May 10 2021
  • Attach files
  • Guest commented
    28 Sep 09:39pm

    Great idea. One of our Committees has 4 State Managers who often need to do the same thing. An individualized Action would be very helpful
    Please also have the agility to clone the Action which will save time