Build your board action tracker.

How to build your board action tracker

1. 1

   Describe the job

   Keep board decisions, action owners and promised follow-ups together.

2. 2

   Review the first version

   Choose how the board secretary records the meeting and how the action owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your board action tracker

• Keep the meeting in context

  Keep meeting, agenda item, decision, action owner, due date and reported outcome together so the next person can understand the request or record.

• When the next step needs a decision

  The board requests a revised operating forecast for its next meeting. Record that request separately from approving the forecast; completion requires the submitted revision reference.

• Keep reported outcome visible

  Keep an action open until its owner records the agreed outcome.

• Choose what each person needs

  Give the board secretary a working view and the action owner a review view. Keep meeting and agenda item attached to the decision as the work moves between them.