Manual and automatic Action Reminders are managed and sent based on the organisation's account settings. These reminders can include notifications for both action items and meetings and can be completed through the Action Tab.
Manual Reminders
Manual reminders can be managed and sent from the Action Tab in the left-hand navigation. Administrators, Chairs, and Board Secretaries can send reminders for all account actions.
Find the action for which you would like to send a reminder.
Click on the context menu (three dots in the top right corner).
Select 'Send Reminder
In the Action Notice pop-up window, you can add comments to the email reminder sent to the Action Owner(s).
Automated Email Reminders From the left navigation bar, click 'Settings' > 'Notifications.' Notifications in this tab include reminders for both action items and scheduled meetings to ensure better organization-wide communication.
Administrators, Chairs, or Board Secretaries of your organization can manage two reminder settings: These notification settings are applied at the organizational level, meaning changes affect all users in the system uniformly.
Enable/disable automatic reminders for everyone – toggle the switch on/off.
Change the number of days before the first reminder email is sent. The centralized nature of these settings underscores the organization-wide control over automated reminders.
If reminders are enabled, BoardPro will automatically send two reminders to the action item owners:
The first reminder is sent "7 days" before the due date (by default). To change this, click on the number field and use the up/down arrows or enter your organisation's preferred number of days.
The second reminder is sent on the due date. These reminders are part of an organization-wide system that ensures all action owners remain well-informed about their deadlines.
Related Articles: