Exporting action items

You can export action items from a single minutes document or from all your committees.

Export actions from a single minutes document

  1. Go to Minutes Manager and the minutes document containing the actions you want to export.

  2. Select the more options icon .

  3. Select Export from the menu.

    An Export options panel opens.

  4. Select the Actions only card.

    An XLSX (.xlsx) file is exported to the Downloads folder on your device.

Export actions from all your committees

Tip

The data that appears in your report is dependent on the filters you have applied to your dashboard before exporting.

  1. Go to Minutes and from your side navigation bar select the Actions dashboard icon .

    The Actions dashboard menu opens.

  2. Select Export actions report.

    An XLSX (.xlsx) file is exported to the Downloads folder on your device.