Add an Action in the Minutes
Actions are tasks assigned to someone in the meeting to be completed at a future date and reported back to the board. Actions are a type of minute captured in BoardPro when meeting minutes are taken.
To add an Action, select the agenda item that the Action relates to (highlighted in blue on the left-hand side).
Select Action
In the Add Action box, describe the action, select the owner and set the due date. You can assign multiple owners an action if needed.
TIP: The title of the action becomes the subject line of the Action Notice and reminders when they are sent to the Action Owners.
Edit an Action in the Minutes
Once the action has been added, it will appear in the other minutes related to this agenda item.
To make changes or edit an action
Click on the Action itself
Use the menu on the right-hand side.
