Introduction
A key benefit of the boardcycle personal portal is that it allows you to see all of your board/committee actions in one place, at any time - and add status updates for inclusion in action items/matters arising reporting provided to your board/committees.
Viewing Actions
You can view all of your actions within any company you have access to by clicking the actions card for that company as explained in this article, which will take you to the Actions tab for that company.
Once you are in the Actions tab, you will see all actions that have been assigned to you excluding actions that have been archived by your boardcycle administrator. Actions are displayed in the Actions tab in due date order:
If you have many actions and wish to find a specific action, use the Search function to find the action you want:
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.
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
