Can you have more than one person own an Action?
Yes, you can select multiple owners for an Action.
Are Board members able to edit their Action Items?
In short, no. They can update the Action’s status and add an update or comment, but they cannot update the owner or end date. Only users with the appropriate permissions (Administrator, Board Secretary, or Chair) can make those changes.
I received an Action Item email notice. What should I do with it?
Action Item email notices are sent to the owners of Actions. They remind you what needs to be done, by when, and in which meeting the Action was agreed.
I'm the CEO, and I get all the Actions. How can I delegate them to my team?
You can forward the Action via email if needed. If the Action is well written, it should include the name(s) of the person it is intended to be delegated to. The person who accepted the Action during the board meeting remains responsible for reporting back to the board on its status and progress.
Why did I get multiple emails for different Actions instead of one?
BoardPro sends a separate email for each Action so they can be managed independently:
Each email can be flagged individually in your task list
Actions can be forwarded without sending a full list
What is the difference between an Action Item Notice and an Action Item Reminder?
An Action Item Notice is a notification sent when the Minutes have been published.
If the Action status is not marked as done or cancelled, reminders are automatically sent one week before the due date and again on the due date, unless the automatic reminder is turned off. Users with the appropriate permissions (Administrator, Chair, or Board Secretary) can also send an Action Reminder from the Action Item List page.
What is an Action Item?
In governance, an Action Item is a documented task, activity, or action that needs to take place. Action Items are discrete units that can be handled by a single person.
Action Items typically arise during board meetings and are recorded in the Minutes. They should clearly describe what is to be done, by whom, and by when.
How do I write a good Action Item?
To write effective Action Items in Minutes:
Be specific about the task
Assign clear ownership
Set a deadline
Provide context where needed
Use a consistent format
Avoid unnecessary detail
One way to ensure clarity is to write Action Items as complete sentences.
For example:
“Create a draft of the request for proposal (RFP) for XYZ Inc. by DD-MM-YYYY.”