How to Update and Edit Actions

How to provide updates for your Actions

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

There are two ways to find Actions:

  1. Via the top navigation bar under Meetings > Action List

  2. On the Homepage "My Actions"​

How to:

Update the status: Click on the drop-down arrow. A green tick will appear next to it when updated. Sr. Executives and Board Members can only update the status of their actions.

Add a written update: Click on "+ Add Update" on the lower right.

Edit an Action: Click on the context menu (3 dots) and select Edit. You will be able to update the owner, status, due date, action description etc. The following levels can edit actions: Administrator, Board Secretary, and Chairs

Actions will be removed from the list when completed and stored under the Completed Actions tab on the Action List.

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