Action Basics

Our Cat Herder allows portals members to be assigned actions as part of a meeting or 'standalone' actions outside of a meeting.

These actions are visible to assignees on their 'Dashboard' under 'My Actions' and also in the Actions area accessible from the left hand menu.

Tip

There is a limit of 10 'My Actions' actions on the 'Dashboard'.

Portal users can also navigate to the 'Actions' page by clicking the menu icon on the top left and selecting the 'Actions' tab.

In both places, you can quickly update the status of your actions.

Update Action Status

Via Dashboard

From the 'My Actions' area on the 'Dashboard', click the drop-down menu under the status column and choose between: Not yet started, On Hold, In Progress, Complete, or Closed.

Via Actions page

From the 'Actions' page, scroll down to the list of actions. To update the status of a specific action item, go to the 'Status' column and select the dropdown menu next. Select one of the available options: Not yet started, On Hold, In Progress, Complete, or Closed.

Further right for each action, there will be a similar drop down plus an icon (speech bubble) that allows you to add comments (private or 'public' to other portal users assigned the action or portal Admins).

Action Details

To see more details about individual actions, click on the action name. A new window will open, describing the action name, status, due date, start state, and assignee.

To add a comment, click the 'Add Comment' button and write and save your text. It will then appear in the 'Action Details' window.

From the 'Actions' page, any actions assigned to the portal user will be visible.

Individual items can be found using the search box or by scrolling down to find the action.

Members can add actions or export a list of actions in PDF or CSV.