Product Overview
Actions
Managing actions across your meetings is typically a laborious task. BoardPro automates the process of recording, assigning, and tracking actions from end to end. Allocate actions to an owner while taking the minutes during your meeting, then let BoardPro send reminders to those owners. You can also access a historical list of all actions at any time using your BoardPro action list.
Specifications
Assign & track actions
It’s easy to assign and track actions in BoardPro. Actions are entered in the minutes stage of a meeting, where you assign the action owner, due date, and relevant information. After you’ve finished your draft minutes, you can send action notices to the action owners in just one click. Once you’ve clicked send actions, you can set and forget! Instead of spending hours following up on and updating the progress of actions, BoardPro sends out scheduled reminders to those who haven’t yet completed them. Even better, all actions past and present are stored in the action list, which is a live register of all actions associated with your board.
Manage & update your actions
People who have been assigned actions can view and update their actions on their home dashboard - marking an action as not started, in progress, on hold, or done. An action owner will receive a couple of reminders by email. These reminders are automatically scheduled based on the due date of the action, which helps everyone to stay on track. Once an action is done, it can be found in the ‘completed actions’ section in the action list.
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