Sending action notifications
Send email notifications to assignees as a reminder for an action item.
Note
Automatic notifications are sent to an assignee whenever an action is updated. You can disable this feature from your settings. To learn more, go to Disabling automated notifications for actions.
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In a minutes document, select the Actions tab to view a list of all action items relating to minutes.
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Select an action.
The Action summary panel opens
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To notify an assignee of a pending actions, select Send notification.
The Send notification dialog opens.
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The email addresses of assignees for the action item are automatically entered in the To field, as long as they have an email address on file with Boards.
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To add more recipients to the notification, enter their email address into the To field, and select Create.
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The Subject field is automatically populated with default text.
Text entered here will appear as the subject line of the notification email. To make any changes, select this field.
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The Message field is automatically populated with default text for the body of the email, listing the action item description, the due date (if any), and the assignees added when the action item was created (if any). You can make changes to the text if necessary.
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Select Send.
The email notification is sent.