Act Overview

The Act module is where plans and meetings turn into concrete work. It bridges the gap between strategic decisions made in committees and day-to-day action tracking, giving everyone a centralized workspace to prepare meetings, execute actions, and monitor progress.

The Plan → Organize → Act → Steer Workflow

Pilotus follows a four-module cycle for strategic management:

1. Plan — Define strategic orientations, objectives, and actions
2. Organize — Create committees that oversee plan implementation, schedule meetings, and make decisions
3. Act — Prepare and run meetings, execute actions on a Kanban board, and track progress
4. Steer — Monitor overall performance with dashboards and KPIs

The Act module sits at the execution stage — it’s where your organization’s strategic intent becomes daily work.

The Five Tabs

When you open the Act module, you’ll see five tabs:

Prepare

The Prepare tab is your meeting coordination workspace. Use it to:

• Schedule and manage meetings
• Build agendas with discussion items
• Track attendee participation
• Coordinate meeting notes

This tab is restricted to Owners and Contributors of committees. Readers cannot access it.

See Prepare for full details.

Meeting

The Meeting tab provides a read-only view of meetings for all users, including those with Reader access. It shows the same meeting information as the Prepare tab, but without editing capabilities.

This ensures everyone can stay informed about meeting outcomes without needing elevated permissions.

See Meetings for full details.

Kanban

The Kanban tab is your visual action board. It displays all accessible actions organized by status columns:

• Pending — New or not yet started
• In Progress — Currently being worked on
• Blocked — Waiting on something
• Completed — Finished

Drag and drop actions between columns to update their status. Filter by plan, committee, user, or search text.

See Kanban for full details.

Statistics

The Statistics tab provides aggregate metrics across all your actions and meetings:

• Action counts, completion rates, and priority breakdowns
• Meeting attendance rates and scheduling overview

See Dashboard & Archives for full details.

Archived

The Archived tab lets you browse completed or archived items:

• Archived Actions — Table view with the ability to unarchive
• Archived Meetings — Timeline view of past meetings

Toggle between actions and meetings using the context switcher.

See Dashboard & Archives for full details.

Permissions

The Act module respects committee-level permissions. Access depends on your role in each committee:

Feature	Owner	Contributor	Reader
Prepare tab (edit meetings)	Yes	Yes	No
Meeting tab (view meetings)	Yes	Yes	Yes
Kanban board	Yes	Yes	Yes
Statistics dashboard	Yes	Yes	Yes
Archived items	Yes	Yes	Yes

Caution

The Prepare tab is only visible to users who are Owners or Contributors of at least one committee. If you only have Reader access, use the Meeting tab to view meeting information.

Accessing the Decide Module

Find the Act module through:

1. Sidebar — Click “Act” in the main navigation
2. Cross-module links — Actions created in Plans or Organiser appear on your Kanban board
3. Search — Find specific actions across all modules

Tip

Actions flow into Act from multiple sources: plans create actions tied to objectives, and committees create actions during meetings. The Kanban board aggregates them all in one place.

Next Steps

• Prepare — Meeting preparation workspace
• Meetings — Read-only meeting view
• Kanban — Visual action board with drag-and-drop
• Dashboard & Archives — Statistics and archived items