Assign to Many Actions, Custom Numbering, Time Limits and More Process PA Updates

Assign To Many Action Items

A highly request feature you can now assign an action to multiple members. Each on will get an email about the assigned action. The input works with type-ahead to prefill, or you can just click and select from the list.

The assignees are displayed inline during the meeting and in the Schedule with the outstanding actions.

Custom Numbering for Action Items and Motions

You now have the flexibility for numbering action items and motions to allow easy identification across meetings and the organization. It is composed of up to three parts Prefix-Date-Count:

  1. Prefix is any text
  2. Date is None, Day (e.g. 170218), Month (e.g. 1702) or Year (e.g. 17)
  3. Count is the incremental count of items starting from either
    1. Global, which is all items
    2. Year, resets to zero each year
    3. Meeting, which starts the count at each meeting.

For example, a Prefix
A, Date
Year and Count
Year would be A-17-008. The numbers are calculated at the conclusion of the meeting and will be seen inline in the minutes and summary tables. Carried over actions or motions will maintain their numbers in the next agenda for easy tracking.

You can configure them in the settings page.

Time Limits

We all want meetings to stay on time and to time. With that you can now set the end time for your meeting rather than the default of 1 hour. An very importantly for keeping things on track you can now set an allotted time for agenda items.

When scheduling the meeting you will now see the End Time available.

Set the agenda item allotted time by clicking the clock logo and will be seen inline and on the agenda. You can also set this on the agenda templates in settings and have it automatically applied to new meetings.

Committee Logo

For those who are members of multiple committees or boards on login to Process PA you are presented with the list of organizations you are a member of. You now have the ability to set the logo for your organization or committee. This is uploaded in settings and if you have not uploaded your logo you will see the message to upload in place of your logo.

Feedback

I want to hear from you. Were these features useful for you? How can they be improved? Is there something else that we could do to make your role easier? Where can we do better for you? Jump onto https://wantoo.io/process-pa/ideas/ and raise ideas, comment or vote on existing ones.

Summary Tables, Configurable Roles, Tutorials and more Process PA updates

Continuing Mission

It’s February already and school is back into full swing. Over the school break we’ve been busy improving Process PA to continue to take the tedious work and continuity risk out of managing your committees and boards. We’re focused on reducing effort with cloud automation, reducing paperwork with digital efficiencies, reducing continuity risk with one place and one process for your important records and reducing compliance risk by providing transparency, accessibility and good governance.

Here are a few of the features we’ve put in place towards that mission.

Summary Tables

You voted for it and it’s now available. Summary tables of Actions and Motions appear at the end of your agenda and minutes. The goal is a quick view to know what needs to be done and what decisions have been made, so we can see progress and results from our meetings. It’s a first step and there is more to come, so please tell me what you like, what you don’t and what we can do to make it more useful for you.

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Configurable Roles

Another highly requested item you can now add, remove or rename your roles. So you can add Past President, Life Member, Chief Wrangler or whatever you required. This is simple and quick to configure from the Settings page.

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Getting Started Tutorials

In line with our goal to maintain continuity this now makes it easy for new members coming on to take up roles and have a quick overview in Process PA and to be up and running quickly. At any time hit the ? in the top right to run through the quick help or link over to the details help pages here.

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Handovers are inevitable, but with Process PA we are hoping that people stay in the role longer, because of the greatly reduced administration burden, and handovers are simple as the Process PA helps take care of it.

More Defaults

You can now set the default Name and Location of your meeting types. Go into Settings and select the Agenda Template.

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Email Only Permission

Previous members could have two level of access into Process PA, Admin or Normal. Now you can add users who will only receive emails and have no access to login to your Organization to view the history.

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Feedback

I want to hear from you. Were these features useful for you? How can they be improved? Is there something else that we could do to make your role easier? Where can we do better for you? Jump onto https://wantoo.io/process-pa/ideas/ and raise ideas, comment or vote on existing ones.