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If you are a new organisation using BoardPro, you may have an existing list of actions that you would like to load into your account. Follow these steps to import your action list into BoardPro and assign each action to an owner. Note that actions in BoardPro can only be created as part of a meeting. This workaround enables you to import existing actions by simulating this process.
Create a meeting with a past date - title the meeting 'Action Item Import.'
Remove all the agenda items except for one standard agenda item. Name this agenda item 'Actions imported from previous meetings.'
Then, advance this meeting to the 'Draft Minutes' stage. (to do that, click on 'Publish Agenda' then 'Take Minutes')
Enter all your actions one by one using the green 'Action' minutes tool.
When you enter each action, add a title, a due date, assign owners and a description. (Please see Adding Action Items during a Meeting for more information). Assigning an action owner is mandatory, and you cannot skip this step. If the owner is not part of the board or the organisation, consider adding them as a Executive/Guest to ensure they receive notifications otherwise you can assign it to the most relevant person in the organisation.
Leave the meeting in the 'Draft Minutes' stage (as these do not need to be confirmed at a future meeting).
When you build an agenda and use BoardPro's Smart Agenda Item: Action Item List, outstanding actions will appear in your agenda/board pack for review at your next meeting. This method ensures that all actions from previous meetings are transparently carried forward and can be easily reviewed, further streamlining the governance process.