Action Tracking
Decisions without follow-through are just words. Quorate ensures every action agreed in a meeting is assigned, tracked, reminded, and reported — from creation to completion.
The problem
Councils agree actions. Clerks write them down. Then what? An email gets sent, maybe. A spreadsheet gets updated, maybe. Three meetings later, someone asks “whatever happened to that hedgerow?” and nobody knows. Actions fall through the cracks because they live in minutes documents, not in a system that tracks them.
Linked to decisions
Every action is born from a meeting decision. Quorate creates the link automatically — so you always know why an action exists, who proposed it, and what was agreed. No more orphaned tasks floating in spreadsheets.
When the clerk records a decision in live meeting mode, they can immediately assign an action with an owner, deadline, and priority. The action carries a reference back to the agenda item, the meeting, and the resolution number.
Automatic carry-forward
Outstanding actions automatically appear on the next meeting agenda under "Matters Arising". No manual copying. No risk of forgotten commitments. The clerk reviews the list, marks completed items, and the agenda builds itself.
Carry-forward respects committee scope — an action from a Planning Committee meeting appears on the next Planning Committee agenda, not Full Council. Overdue actions are flagged in red with the number of meetings they have been outstanding.
Reminders and escalation
Action owners receive email reminders before their deadline. If an action becomes overdue, the clerk is notified. Persistent overdue actions are escalated in the compliance dashboard so nothing falls through the cracks.
Reminder timing is configurable — 7 days, 3 days, or 1 day before deadline. Overdue actions trigger a separate notification to the clerk. The officer dashboard shows a count of overdue actions with a direct link.
Personal action view
Every councillor, governor, and trustee sees their own action list in the member portal. Filtered to show only their assigned actions — open, completed, and overdue. They can mark items complete with a note, which the clerk then reviews.
The member portal action view is touch-optimised for councillors checking their commitments on mobile. Completed actions require a completion note explaining what was done, providing an audit trail.
Reporting and accountability
The action report shows every action across all committees, filterable by status, owner, deadline, and meeting. Export to CSV for your records. The compliance dashboard tracks action completion rates as a governance health metric.
A sustained dip in completion rate triggers a flag in the compliance dashboard, helping the clerk address the issue before it becomes a governance problem.
Try action tracking free for 30 days
No card required. Unlimited users.
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