How to find and edit past Actions

If you need to find and edit past action items, here is how to find them

Kim Thibault avatar
Written by Kim Thibault
Updated over a week ago

All people in an organisation can update the status of their own actions. 

  • The following levels can edit ALL actions:  Administrator, Board Secretary, Chair 

If an action item has accidentally been updated to done but need to make further changes / set it as not Done here is how to do that::

  1. Go to the Action List page via the main navigation:  Meetings > Action List

  2. Select the Completed Actions tab and use the drop down menu to find the owner

  3. Once you have found the action -click on the context menu to edit or update the status via the drop down menu

Note: Depending upon your level of access, you may be able to see, edit or re-assign the actions of other people.

  • Behind the name will be the number of actions assigned to that person. Click on the name to open the list of past actions for that person

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