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Update the status of my Action Item(s) - new UI

Easily update the status of your actions in BoardPro to keep everything on track

Mike Patterson avatar
Written by Mike Patterson
Updated over a week ago

There are two ways to find your Actions within BoardPro to update the status.

  1. On the My BoardPro Dashboard, scroll to the bottom and click "Actions."

2. Or from the Left Navigation Panel, click "Actions."

To update the Action:

Find the action you want to update, open the status dropdown, and select the appropriate status: Not Started, In Progress, On Hold, Done, or Cancelled.

Note: Board Members can also update their action status from within the Action notification email sent out by the account's admin.

Clicking the link opens a new browser window where you can update the status of that specific action.

If you are not logged into BoardPro, you'll need to log in to review any of your other actions.

Note: Board members can only update the status of their actions. Administrators, board secretaries, and chair members can update the status and edit actions for everyone within the organisation.

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