• Icon List Item

Manage Projects and To-do Lists

Leave meetings knowing what needs to be done for the next.



Related Resources


  • NAdd clear action items during meetings and stay on task with automatic reminders.
  • NTrack your action items from a centralized place.
  • NAlways be organized and get done what you agreed to do.


Create to-do Lists

Assign tasks to individuals.

Create Projects

Assign projects to groups.

Add Action Items

Add during a meeting or outside a meeting.

Quick Add

Assign tasks during a meeting.

Full Flexibility

Edit every detail. Postpone, add or remove an assignee, add details.

Action Review Module

Add optional module to minutes. Shows the board a list outstanding actions.

Frequently Asked Questions



  • image/svg+xml image/svg+xml
    Can I assign action items to more than I person?

    Yes. You can have a team of as many people as you need assigned to an action.

  • image/svg+xml image/svg+xml
    How do I put the ongoing actions into the minutes?

    It’s easy. When creating the agenda, add the “ongoing actions” module. This automatically adds the board’s outstanding actions.

  • image/svg+xml image/svg+xml
    What happens when a director leaves the board but doesn’t finish their assigned task?

    No worry. There is always a Board Admin who can make any necessary changes to projects or to-lists items even if the project lead has left the board. Replacements can be added, and due dates edited.

  • image/svg+xml image/svg+xml
    Can I add a comment to the project or task?

    Yes, comments can be added.

  • image/svg+xml image/svg+xml
    I’m on my condo board. Can owners see the projects or to-do lists?


  • image/svg+xml image/svg+xml
    I don’t always assign a task to someone during the board meeting. Is there another way to do this?

    Yes. Actions can be added anytime by going to the action list and clicking on the Add Action button.

  • image/svg+xml image/svg+xml
    How do I send reminders about the tasks?

    You don’t have to send reminders. We send emails weekly to remind board members and managers of their outstanding action items.

  • image/svg+xml image/svg+xml
    I have 5 people on one project. Can I give each person different tasks? Can each task have a different due date?

    Yes and Yes.

    Each person can be assigned to specific tasks. Each task can have a different due date.

Check out these other features

Check out these other features