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Action Items

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Add an Action to someone who is not on the Board or Committee

What I want is to be able to allocate actions to some of the executive leadership team for items that are brought up at the board meeting. The minute secretary could then email the action to the manager for follow up.?
10 days ago in Action Items 0

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...
almost 4 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
about 2 years ago in Action Items 1

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!...
almost 3 years 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
almost 4 years ago in Action Items 1

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...
about 2 years ago in Action Items 0

Send email notice to all Action Owners when update left

If multiple owners are on an Action and one leaves an update, the others are not notified and may not see it until several days later. It would be valuable to receive a notice of when an update has been sent to all people associated with that spec...
3 months ago in Action Items 0

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...
almost 7 years ago in Action Items 1

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.
over 2 years ago in Action Items 2

Ability to change order of action list

We require the ability to change the order of the action list, and how it comes up when exporting. This should be made possible with either a drag and drop or a numbering function
almost 5 years ago in Action Items 1