The Board Action Items Review section allows board members to monitor and manage tasks or decisions assigned during meetings. This helps ensure follow-up actions are completed and community initiatives stay on track.
Follow these steps to view the board tasks and decisions:
Click the Boardroom
icon.The Boardroom page displays. Click Board Action Item Review.
The Board Action Item Review page displays a list of board action items that need to be completed.
Notes:
Click the Filter
icon to filter the list.Click the Not Started, In Progress, or Completed tiles to view those specific items.
Click Attachments to view the associated attachment(s).
Click Account Info to review delinquent accounts to send to the attorney.
Note: This should only display if the management company has attached an account for review.
Click Log & Messages to view the associated note(s).
The Action Item Log page displays. Click Add Note.
The New Message page displays. Enter the Subject and Notes, add any attachments, and then click Post.
The note displays.