Linking an Action to a Meeting agenda in OnBoard allows participants to complete tasks (such as Approvals, Surveys, or eSignatures) directly within the context of the meeting. This helps keep discussions and decisions organized and actionable.

Linking an Action to an Agenda

How Do I Link An Action to An Agenda Section?

To link an Action (such as an Approval, Survey, or eSignature) to an agenda section, follow these steps:

1. Navigate to your meeting agenda.
2. Select the agenda section where you want to add the Action.
3. Click Edit Details on that section.
4. Click the Link an Action button.

5. Choose one of the following Action types:
   • Approval (for voting or sign-off decisions)
   • Survey (for collecting responses)
   • eSignature (for collecting legally binding signatures)

How Do I Select An Existing Action to Link?

To link an Action that already exists:

1. Locate the Action in the list.
2. Click the gray circle next to the Action name.
   • The circle will turn into a checkmark when selected.
3. Click Save Changes.

How Do I Create and Link a New Action?

To create a new Action directly from the agenda:

1. Click Create New from the Action selection screen.
2. Choose the type of Action you want to create.
3. Complete the setup for the new Action.
4. Save your changes to link it to the agenda section.

What Happens After I Create a New Action From the Meeting?

Creating a new Action from the meeting only creates a basic Action with a title and links it to the agenda section—it does not fully set up the Action.

To complete the setup, you must:

• Go to the Actions area in OnBoard
• Open the newly created Action
• Add and configure:
  • Content (questions, documents, or signature fields)
  • Permissions (who can access or complete the Action)
  • Settings (such as deadlines or response options)
• Set the Action status to Open so users can access it

Viewing Linked Actions

How Do Users Access the Linked Action From the Agenda?

After linking an Action, users can access it directly from the agenda:

1. Return to your meeting agenda.
2. Expand the section where the Action was added.
3. Click the View Approval, View Survey, or View eSignature option.

What Do I Need to Know About Action Status and Visibility?

To ensure your Action is visible and usable:

• If your Action is set to Draft, it may not appear in the list.
  • Use the "Show" filter box to display Draft Actions.

FAQs

Can I link more than one Action to an agenda section?

• No. OnBoard allows you to link one Action to an agenda section
• If you need multiple Actions tied to one section, consider creating multiple subsections, each with its own associated Action.

Why can’t I see my Action when trying to link it?

• You may not see your Action if it is set to Draft. Use the "Show" filter to display Draft items and ensure the Action is available.

Why can’t users access the Action during the meeting?

• Users can only access Actions that are set to Open and that they have permission to view or complete.

Can I create an Action without leaving the agenda?

• Yes, you can create a new Action directly from the Link an Action screen by clicking Create New.

Do participants need special permissions to complete Actions?

• Yes, only users with the appropriate permissions will be able to see and complete linked Actions in the agenda.