How to update an Action
How to edit an action
Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

The following levels can edit actions:  Administrator, Board Secretary, and Chairs

  • Sr. Executives and Board Members can only update the status of their own action.

Two ways to find Action Items

  1. Via the navigation bar under Meetings (From here Admins, Board Secretaries and Chairs can edit actions assigned to anyone within your organisation)

  2. On the Homepage "My Actions" (Update the status of your action)

How to:

Update the status: Click on the drop down arrow. A green tick will appear next to it when updated. 

Edit an Action: Click on the context menu (3 dots) and select Edit. You will be able to update the owner, status, due date, action description etc.

Actions will be removed from the list when completed and stored under Completed Actions on the Action List


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