Permissions for updating action items
All users within an organisation can update the status of their own actions.
The following roles can edit all action items: Administrator, Board Secretary, and Chair.
Updating a completed or cancelled action item
If an action item has been marked as Done or Cancelled by mistake, you can update it or change the status back to Not Done.
Navigate to the Action List in the left-hand menu.
Select Completed or Cancelled Actions
Use the Owner filter to locate the specific action item.
Update the status using the down arrow
Click the three dots next to the action item to update the date, owner or status
Note: Your ability to view, edit, or reassign actions depends on your access level.
Viewing actions by owner
Next to each name, you will see the number of actions assigned to that person.
Click on the name to view their list of past actions.
