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/comment, but they cannot update the owner or end date. That can only be done by someone with the correct level of access (Administrator, Board Secretary or Chair).
I received an Action Item email notice. What should I do with it?
The Action Item email notices are sent to the owners of Action Items. They remind you of what is to be done, when, and in which meeting this was agreed upon.
I'm the CEO, and I get all the actions. How can I delegate them to my team?
You can forward the task in an email if you like. If the Action is well written, it will include the name(s) of the person to whom it will be delegated.
The person present at the board meeting who accepted the task and its due date is responsible for reporting back to the board on the status and progress of the action.
Why did I get four emails for four actions instead of one?
BoardPro sends an email for each action so that each Action can be managed independently:
Each email can be flagged on your task list
The action can be delegated by forwarding without the whole list being sent
What is the difference between an Action Item Notice and an Action Item Reminder?
A notice is a notification manually sent when the Minutes have been published.
If the action's status is not done or cancelled, reminders are automatically sent one week before and on the actual due date if the Automatic Reminder is not toggled off.
Admins/Chairs and Board Secretaries can email an Action Reminder from the Action Item List page.
What is an Action Item?
In governance, an Action Item is a documented event, task, activity, or action that needs to take place. Action Items are discrete units that a single person can handle.
Action Items typically arise during board meetings and are included in the Minutes. Action Items should always be documented, describing what is to be done, by whom, and when.
How do I write a good Action Item?
To write effective action items in minutes, be specific about the task. Assign ownership, set deadlines, and provide additional context when necessary. Use a consistent format, actively listen during the meeting, and avoid overloading the minutes with irrelevant details.
One way to prevent that scenario is to ensure that action items are expressed as complete sentences.
For example, “Create a draft of the request for proposal (RFP) for XYZ Inc. by DD-MM-YYYY.” This conveys a lot more information than simply saying “XYZ Inc.”