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Smart Agenda Item: Action List - new UI

Easily track and follow up on assigned actions from previous meetings

Mike Patterson avatar
Written by Mike Patterson
Updated today

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.

How to Select Actions for the Meeting

  1. Make sure the meeting is in the “Draft Agenda” stage.

  2. Click on the “Action Item List” agenda item.

  3. 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)

What Happens Next?

Once the Board Pack for the meeting is generated, the selected actions will automatically be included.

Can I Pick and Choose Actions to Include?

No, BoardPro automatically includes all selected actions in the meeting and does not allow specific actions to be excluded.

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