Sending action notifications

Send email notifications to assignees as a reminder of an action item that requires their attention.

Note

  1. In a minutes document, select the Actions tab to view a list of all action items relating to the minutes.

  2. Select an action.

    The Action summary panel opens

  3. To immediately notify an assignee of pending actions, select Send notification.

    The Send notification dialog opens.

  4. The email addresses of assignees for the action item are automatically entered in the To field, if they have an email address on file with Boards.

  5. To add more recipients to the notification, enter their email address into the To field, and select Create.

  6. The Subject field is automatically populated with default text, but can be edited.

    This text is displayed in the subject line of the notification email.

  7. The Message field is automatically populated with default text for the body of the email, listing the action item description, any due date, and any assignees added when the action item was created. You can edit the text if necessary.

  8. Select Send.

    The email notification is sent.