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Update the status of my Action Item(s)

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

Written by Mike Patterson
Updated this week

There are two ways to find your actions in BoardPro and update their 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, then open the Status dropdown and select the appropriate option: 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.

Click the link to open the action in a new browser window, where you can update its status.

If you are not logged in to BoardPro, you will be prompted to log in to view and manage your actions.

Note: Board members can only update the status of their own actions. Administrators, Board Secretaries, and Chairs can update the status and edit actions for all users in the organisation.

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