Viewing Board Action Items
Viewing Board Action Items
Action Items are assigned to the board from the management company in CINC Accounting. Board members with the proper permissions can view both open and completed Action Items. Board members can also send the management company a message for an Action Item that can include a note and attachments.
NOTE: Menu path and screens may vary depending on page layout and template design.
Select Board Portal / Portfolio Action Items.
On the Board Action Items screen, use the filters to refine the results and click Refresh.
To view details about an Action Item, click Details to open the Action Item Notes popup.
To download an attachment, click the hyperlink in the Attachment column.
To send a message back to the management company, click New Message.
On the New Message for Action Item popup, complete the Date, Subject, and Note fields.
To add attachments, click Choose Files. Browse and select the files.
Click Save on the New Message for Action Item popup. The management company will be notified that the Action Item is updated.