Actions are tasks assigned to a specific person in the meeting that are to be completed at a future date and reported to the board. Actions are a type of minute and are captured in BoardPro when meeting minutes are taken.

To add an Action, select the agenda item that the Action relates to (highlighted in blue on the left-hand side). 

Select Action

In the Add Action box, describe the action, select the owner and set the due date. You can assign multiple owners an action if needed.

TIP:  The title of the action becomes the subject line of the Action Notice and reminders when they are sent to the Action Owners.

Once the action has been added, it will appear in the other minutes related to this agenda item. 

To make changes or edit an action