Managing Action Item Statuses
All users within an organisation can update the status of their actions.
However, the following roles can edit all action items: Administrator, Board Secretary, and Chair.
If an action item was mistakenly marked as 'Done' or 'Cancelled,' and you need to make further changes or set it back to 'Not Done,' follow these steps:
Navigate to the Action List in the left-hand menu.
Select Completed Actions and use the owner filter to locate the specific action item.
Click the three dots next to the action item, then choose to edit or update the status from the drop-down menu.
Note: Your ability to view, edit, or reassign actions may vary based on your access level
Next to each name, you'll see the number of actions assigned to that person. Click on the name to view their list of past actions.
