Ideas Portal

Delegate actions to one or more other people

I was present in the meeting, and accepted the action, but I need someone else to actually execute it.  I would like to be able to delegate, without losing that I am responsible and accountable to report back to the board. 

  • Guest
  • Jan 16 2017
  • Planned
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  • Guest commented
    19 Jan 04:04am

    Hi there. Something I would find VERY useful. Is being able to assign an action point to ALL Board Members. We quite often have scenarios where a task or rather action point is assigned to all members and it is rather time consuming to add it individually to each Board Member and it also takes up a lot of space on the Minutes...all for one action. It would be awesome if someone could look into this! Thanks Tammy

  • Guest commented
    8 Dec, 2020 01:37am

    Hi. I would love a way to assign an action to more than one person - eg: both members of the finance team to confirm they have read the updates to a particular policy or all members to confirm their board hours to get their board payments.

  • Guest commented
    10 Sep, 2020 10:50pm

    I find that we need to be able to assign a single action to multiple board members

  • Guest commented
    29 Aug, 2020 05:46am

    I also would like to be able to assign an Action to more than one Owner. That may be two directors, or perhaps a director and the CEO or all of the Board. Having one Owner only is very restrictive.

  • Guest commented
    12 Sep, 2019 04:53am

    We often have multiple board members assigned to one task to work together as a group. Plus sometimes a task is for ALL board members e.g. Review and respond to a document within a time period. 

  • Guest commented
    7 Jun, 2017 09:20pm

    Hi Brett
    I remembered the minor enhancement that would be good that we were talking about yesterday.   It is when it comes to “actions”, it would sometimes be good to add more than one person to that particular action.  Something to maybe look at if you haven’t already done so.
    You also may get something from below for your marketing.  It’s a true story!
    I handed our secretary a laptop at the start of a meeting and said try this.  She had never used it before but picked it up instantly and, long story short, the minutes were out the next day with everyone clear on the actions for the month.  That’s a big change from receiving the minutes the day before the next meeting.
    The next meeting when looking for approval to purchase boardpro she said  “I’m not going back, if you don’t buy it you may have to find a new secretary”
    Mike Lay