Add an Action in the Minutes
Actions are tasks assigned to someone in the meeting to be completed at a future date and reported back to the board. Actions are a type of minute captured in BoardPro when meeting minutes are taken.
To add an Action, select the agenda item that the Action relates to (highlighted in blue on the left-hand side).
Then select Action under 'Add a minute'.
In the Add Action box, describe the action, select the owners, and set the due date. If needed, you can assign multiple owners an action.
TIP: The title of the action becomes the subject line of the Action Notice and reminders when they are sent to the Action Owners.
Edit an Action in the Minutes
Once the action has been added, it will appear in the other minutes related to this agenda item.
To edit an action:
Click on the Action itself.
Use the three-dot menu on the right-hand side of that action and select Edit Action.
