If your organisation is new to BoardPro, you might have an existing list of actions you want to add to your account. Follow these steps to import your action list and assign each action to an owner.
Create a meeting for a past date and name the meeting Action Item Import.
2. Remove all agenda items except for one standard item. Name it Actions Imported from Previous Meetings.
3. Advance the meeting to the Draft Minutes stage by clicking Publish Agenda, then Take Minutes.
Enter each action one by one using the green Action minutes tool.
4. Add a title, due date, assigned owner(s), and a description for each action.
5. Leave the meeting in the Draft Minutes stage, as it does not need to be confirmed in a future meeting.
What happens next
When you create an agenda using BoardPro’s Smart Agenda Item - Action List, outstanding actions will automatically appear in your agenda and board pack for review at your next meeting.