Feature Availability
Actions are only available on a boardcycle CoSec subscription. If you do not have access to Actions, please contact us to upgrade.
Introduction
A key aspect of action tracking is monitoring and updating the status of action items and providing regular status updates to the relevant board/committee until the action is closed. boardcycle helps you quickly and easily update action status and add narrative status updates that are included in exports.
Action status options
boardcycle has 4 action status options:
Status | Description | Where presented in exports |
Not started | No substantive work on this action has commenced.
On creation, all actions are given this status. | In a table of Open Actions |
In progress | Work on this action has commenced and is ongoing. | In a table of Open Actions |
Completed | Work on the action has been completed.
Completed is generally a status put forward by Management to a Board/Committee for the Board/Committee to confirm that it accepts the action can be closed. | In a table of Open Actions |
Closed | No further work is required in relation to the action.
Closed status is generally a status allocated to an action immediately after a meeting where the Board/Committee has accepted that the action can be closed. | In a secondary table of Closed Actions |
Worth knowing: How actions are presented in exports
boardcycle's standard actions exports are designed to support action reporting as follows:
actions in Not started, In progress and Completed status are reported as "Open Actions" until such time as they are moved to Closed status
once actions are moved to Closed status, they are reported as "Closed Actions" until such time as they are archived (to learn how to archive an action, click here)
once actions are archived, they are no longer included in exports.
Managing action status
Updating action status
To update an action's status:
click the edit icon for the relevant action
select Update status
in the slide out, choose the new status from the status dropdown
click + Add
Adding a status note
To update an action's status:
click the edit icon for the relevant action
select Update status
in the slide out, add a note to the Notes box
click + Add
Worth knowing: Status and status notes can be added together or separately
Although often you will want to add a status note when you change an action's status, boardcycle allows you to update status and add notes independently of each other - so you can do one, the other or both at once as needed.
Status update history
Each time you change an action's status or add a status note, that change will be added into the status update history.
Worth knowing: Exports show the last 3 status notes
boardcycle's standard actions exports will show the status of that action at the time of the export and the most recent 3 status notes for that action. If you have chosen to customise your action export template you can customise the number of historical status notes that are included in your export.
Editing a status update or status note
To edit a status update or note:
click the edit icon for the relevant action
select Update status
in the status update history, click the edit icon for the relevant status update or note
make any necessary changes to the status or notes
click Save
Deleting a status update or note
To delete status update or note:
click the edit icon for the relevant action
select Update status
in the status update history, click the edit icon for the relevant status update or note
select the I understand checkbox to confirm you want to delete the action
click Delete
