Actions
Everything you need to know about using creating, managing and tracking actions
By Richard1 author15 articles
Adding actions
How to add new actions in boardcycle
- Adding actions from the meeting where they were raisedLearn how to add actions from the meeting where they were raised
- Transferring actions into boardcycleLearn how to transfer your pre-existing actions into boardcycle
- Notifying action owners of their actionsLearn how to notify action owners of the actions assigned to them after a meeting
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