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Manage Action Reminders - new UI

How to Send and Manage Action Reminders

Mike Patterson avatar
Written by Mike Patterson
Updated this week

Manual and automatic Action Reminders are managed and sent based on the organisation's account settings 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.

  1. Find the action for which you would like to send a reminder.

  2. Click on the context menu (three dots in the top right corner).

  3. 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.'

Administrators, Chairs, or Board Secretaries of your organization can manage two reminder settings:

  1. Enable/disable automatic reminders for everyone – toggle the switch on/off.

  2. Change the number of days before the first reminder email is sent.

If reminders are enabled, BoardPro will automatically send two reminders to the action item owners:

  • The first reminder is sent "7 days" (by default) before the due date. 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.

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