Actions
Everything you need to know about using creating, managing and tracking actions
By Richard1 author14 articles
Managing actions during their lifecycle
How to edit and update actions and allocate where they are due
Overview of Action TablesLearn how to view and manage actions from actions tables at company and forum levels
Action statusLearn how to update an action's status, add and edit status notes
Editing an actionLearn how to edit an action's description, owners and due meeting/date
Archiving actionsLearn how to archive an action and what archiving does
Deleting actionsLearn how to delete an action
The special "Action Items" itemLearn about the special agenda item boardcycle uses to manage actions due at a meeting
Managing actions on agendasLearn how to manage actions that are due in a meeting on that meeting's agenda
Exporting and reporting on actions
How to export actions at company, forum and meeting levels
Actions exports overviewLearn which type of actions export to use when
Exporting actions for a companyLearn how to export a consolidated actions (matters arising) table for a company
Exporting actions for a forumLearn how to export an actions (matters arising) table for a specific forum
Exporting actions for a meetingLearn how to export an actions (matters arising) table for inclusion in meeting papers
Exporting actions for an action ownerLearn how to export an individualised action list for an action owner