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
It is common practice to include a paper/report at board/committee meetings that sets out all open actions (matters arising) for that forum which sets out their status and provides an update on progress towards closing the item. The good news is that boardcycle can produce that paper/report for you automatically.
Exporting actions for a meeting
To export a paper/report for a meeting:
open the meeting
click the Export button
select Actions
The actions export will then download to the downloads folder of your computer.
Worth knowing: set your browser to automatically open the agenda
Most modern browsers (e.g. Google Chrome, Microsoft Edge, etc) can be set to automatically open .docx files, meaning that once your agenda downloads, it will automatically open without you needing to open it manually.
If you wish to do this, we recommend that do a web search for instructions on how to do this for the specific browser you use.