Board action owner list
Send checked minutes, not an unlabeled transcript. Grantkeeper pulls out explicit actions and leaves missing owners or dates blank. A separate section holds suggestions that were discussed but not adopted.
Fictional example.
Start with the source records
Send checked minutes, not an unlabeled transcript. Grantkeeper pulls out explicit actions and leaves missing owners or dates blank. A separate section holds suggestions that were discussed but not adopted.
Ask the secretary to confirm the list before copying tasks into Asana or Trello. Keep sensitive personnel discussion out of shared task titles. Mark an item complete only when its owner supplies evidence, not because the due date passed.
Check before using the draft
Only the board’s accepted record establishes what it decided. Do not turn discussion into an approved motion.
Use Asana, Trello. Read the board records guide.
Sources: Asana documentation, Trello documentation
What you send
Turn these checked board minutes into an action list. Keep motions separate from suggestions.
What Grantkeeper prepares
An action list with the recorded decision, owner, due date and source paragraph, plus blanks needing confirmation.
What to keep in mind
Only the board’s accepted record establishes what it decided. Do not turn discussion into an approved motion.