Welcome to the Action Management page! Here, you'll learn how to manage actions related to events or documents, as well as create custom actions for specific tasks. Let's dive in!

Actions Related to Event or Document 🎬

Actions help board members track their responsibilities related to events or documents. Common action types include:

• RSVP: Respond to an event invitation by accepting, declining, or assigning a proxy.
• SIGN: Sign a document that requires the member's signature.
• READ: Review a document in preparation for a meeting or discussion.
• VOTE: Cast a vote on a decision during a meeting.

These actions are typically generated automatically when you create an event or upload a document. Members will receive notifications for their assigned actions and can complete them directly on the platform.

Custom Actions 🛠️

Custom actions allow you to assign specific tasks to board members during events, often with deadlines. To create a custom action:

1. During an event, click on "Create Custom Action" or a similar button.
2. Select the board member to whom you want to assign the action.
3. Write a detailed description of the task.
4. Set a deadline for the action, if desired.
5. Click "Save" or "Create" to add the custom action to the assigned member's action list.

By managing actions related to events, documents, and custom tasks created during events, you can ensure that your board members stay organized and accountable for their responsibilities. This will help your board operate more efficiently and effectively.