Action reminders
Manual and automatic action reminders are managed and sent according to your organisation’s account settings. These reminders can include notifications for both actions and meetings and are managed from the Action tab.
Send a manual reminder
Manual reminders can be sent from the Action tab in the left-hand menu. Administrators, Chairs, and Board Secretaries can send reminders for all actions.
Navigate to the Action tab.
Find the action you want to send a reminder for.
Click the three dots next to the action.
Select Send reminder.
In the Action Notice pop-up window, you can add comments to the email reminder sent to the Action Owner(s).
Manage Automatic Reminders.
Administrators, Chairs, and Board Secretaries can manage automatic reminders for actions and meetings at the organisation level.
To access reminder settings: Navigate to Settings > Notifications.
Changes made here apply to all users in the organisation.
Update reminder settings
You can manage the following settings:
Enable or disable automatic reminders
Toggle the setting on or off.Set the first reminder timing
Choose how many days before the due date the first reminder is sent.
How automatic reminders work
If reminders are enabled, BoardPro sends two reminders to action owners:
First reminder: Sent a set number of days before the due date (7 days by default).
To change this, enter a new value or use the arrows in the number field.Second reminder: Sent on the due date.
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