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How to update and edit actions

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

Occasionally, actions may need to be updated for various reasons, such as reassigning them to another person or changing the due date. Edits can be done by the Administrator, Chair or Board Secretary.

To edit the action, go to the Action page and click on the 3-dots (context menu) on the Action that needs to be updated:

In the box, you will be able to:

  1. Edit the title (the title should be a snapshot of what the action is, so that it is easier to search for)

  2. Update the status

  3. Change the due date

  4. Change the owner or add additional owners

  5. Add additional text or information to clarify.

Note: Even if the meeting minutes are confirmed, you can still edit the Action (Status, ownership, description, etc).

Updates (comments) added to an Action can be edited or deleted by the person who made the update. Administrators can delete any update.

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