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Categories Action Items
Created by Guest
Created on Jun 15, 2021

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 It is good they can be edited and additional notes, but also it would be better to set a status of "Not completed" "Superceded) "Linked" - with a link to another action item

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  • Guest
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    Jul 20, 2023

    Agree with these comments - I'd like to see an "NFAR" status - the action is not Done, but no further action is required.

    I also find that actions seem to get duplicated, which then reduces clarity and distracts people from getting stuff done!

    In an ideal world, Duplicates could be linked to the current action.

    Actions that are Done, NFAR or Duplicates - should be removed from the Current Action List.

    Thanks - love the tech tho!

    AB

  • Guest
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    Mar 30, 2023

    Definitely. This would be very useful. Also the option to add a note when the item is complete.

  • Guest
    Reply
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    Jul 28, 2022

    It would be useful to add an option in actions for "archived" or "no longer needed". This comes up for us fairly often when business needs change.

  • Guest
    Reply
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    Jun 15, 2022

    Would also be good if people with 'board member' access could provide comments on the progress of the action item. The administrator can 'edit' and provide that but better if individuals who can update status could also add comments.

  • Guest
    Reply
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    Dec 14, 2021

    agree. a minute might agree to a revised action but the system doesn't provide for the change.

6 MERGED

Addition of "Ongoing" to action updates

Merged
Would add some flexibility to the choices - WIP doesn't cover it. Thanks.
about 3 years ago in Action Items 0
2 MERGED

Cancel/Discard option for actions

Merged
Often, an action is loaded but then plans change and it's not needed anymore. The 4 current status options don't allow for this. Neither does the delete action function if you want to keep records in tact. I propose a 5th new status called either ...
almost 2 years ago in Action Items 0