How to Use Actions
Actions assign tasks to board members. Action owners receive a weekly email reminder about their outstanding actions.
▶ Watch: How to Manage Events & Actions
Go to Actions, then click Add Action:
Fill in the required information and click Save. Actions can be assigned to more than one person — the first person added becomes the Lead, who manages the team.
Click Details on the action, then click the Complete button. The current date is used by default. To use a different date, click the date field under Due Date and pick from the calendar. To revise a due date without completing, pick a new date and click Update.
To undo a completion, go to Completed Actions, click Undo Complete, and revise the due date.
Click the pencil icon next to the Title or Description to edit it.
To reassign an action, select a new user from the dropdown and click Re-assign.
Type your comment in the text field and click Add.
Click the trash icon and then confirm the deletion when prompted.
