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How to Update and Edit Actions

How to provide updates for your Actions

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

There are two ways to find Actions:

  1. On your board main Action List page under Meetings > Action List

  2. On your board Homepage under "My Actions"​

To update the status

Click on the drop-down arrow. Senior Executives and Board Members can only update the status of their own actions. Admins, Chairs and Board Secretary roles can update the status of ALL actions.

Actions will be removed from the 'Current Actions' tab when marked as 'Done' or 'Cancelled' and listed under the 'Completed Actions' tab on your Action List page.

To add a written update

Click on "+ Add Update" on the lower right.

To edit an Action:

Only the Administrator, Board Secretary, and Chair can edit actions. On your Action list page, click on the action's context menu (three dots) and select Edit. You can then update the owner, status, due date, action description, etc.

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