BoardPro’s Action Item List helps the board track and follow up on tasks assigned in previous meetings. It clearly shows who is responsible, what needs to be done, and when it’s due.
Managing action items effectively not only ensures meeting goals are achieved but also improves overall workflow efficiency by tracking, following up, and finalizing tasks seamlessly, as highlighted in BoardPro's systematic approach.
BoardPro's Action List also provides centralized task visibility, ensuring continuity and alignment across board meetings.
How to Select Actions for the Meeting
Make sure the meeting is in the “Draft Agenda” stage.
Click on the “Action Item List” agenda item.
From the list of available actions, select the ones you want to pull through to your board pack using the filters (Overdue Actions, Actions completed since or Actions due in future) Ensure you use the filters to select the most relevant tasks tailored to the meeting's goals and publish the agenda thereafter for final inclusion in the Board Pack.
What Happens Next?
When the Board Pack for the meeting is generated, all outstanding action items added via the "Action List" are immediately incorporated. This feature ensures that pending actions provide a structured view for discussion but does not allow for the exclusion of specific actions.
Published agendas allow all linked action items to appear seamlessly in the Board Pack, offering a complete reference for board discussion.
Can I Pick and Choose Actions to Include?
BoardPro automatically includes all selected actions in the meeting agenda and Board Pack, ensuring that a comprehensive list of pending items is available for review. This approach does not support the exclusion of individual actions.
However, filters are available to limit viewable items, such as completed actions for easier readability, without altering the included list.
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