The Task Manager tool allows board members to keep track of their assigned tasks and check-off completed progress between meetings.

Every time members log into Boardable, they will be able to see their status and check off any completed tasks.


Create a Task

Account Administrators can create Tasks from:

  • Tasks page

  • Meetings page as well as including agendas and minutes

  • Group(s) page

Create a Task from Task Page

Step 1: Click Tasks on the left toolbar

Step 2: Click "+ Task" in the top left corner of the task section

Step 3: Give the task a description

Step 4 (optional): Assign the Task to a specific individual or enter in a Due Date

Step 5: Click Save

If a user has their notifications on, they will receive an email notifying them of their assigned task.


Add a Task within a Meeting (Steps 1 - 8)

  • Users with Administrator privileges across the whole organization

  • For Individuals with Collaborator, Group Owner, or Group Admin permissions.

Step 1: Open the meeting

Step 2: Scroll down to the Task section

Step 3: At top right corner click + Add Task

Step 4: Give the task a description

Step 5 (optional): Set a Due Date and/or Assign to Groups or Assign to Individuals (make sure the People assigned are correct)

Step 8: Click Save

When you click on the Task you will see:

  • Title / Description

  • People / Accomplished list

  • Due date

  • Meeting the task was created in

  • Group(s) belonging to the task

  • Comments

  • + attached files

  • Notification options: If task assignees have their notifications set to immediate or periodically, they will receive an email notifying them they have been assigned a task.


Delete a Task (Steps 1 -3)

Step 1: Select the Task

Step 2: Click Delete

Step 3: Confirm your decision by clicking Ok


View A Task

The list of member tasks populates in three locations:

Individual or Group Page Dashboard: Individuals can see their assigned tasks from their dashboards.

  • These may have been assigned in a meeting, on a group page, or independently by an Administrator.

  • Every time members log into Boardable, they will be able to see their status and check off any completed tasks.

Group Page Dashboard: Individuals can see their assigned tasks and from their group page.

  • These may have been assigned in a meeting or on the group page.

Task Tab: Click Task on left navigation menu.

  • Member will see tabs for Incomplete Task and Complete Task with a number showing how many tasks are in each tab.

Meetings: Tasks assigned during the meeting are recorded along with the agenda, minutes, and meeting details.

  • Meeting Summary will show tasks and assignees

  • They will also show up in recorded minutes


Mark A Task Complete

To mark a task as complete, click on the checkbox to the left of the task.


Account Administrators Only: Creating a Task List (Steps 1 - 4)

Step 1: Click the Tasks tab on the left toolbar

Step 2: Click + New Task List

Step 3: In New Task List pop up, give the New Task List a Title

Step 4: Click Save


Add a Task to a New Task List (Steps 1 - 4)

Step 1: Click + Task button

Step 2: Give the task a description

Step 3 (optional): Set a Due Date and/or Assign to Groups or Assign to Individuals (make sure the People assigned are correct)

Step 4: Click Save


Delete a Task List (Steps 1 -3)

Step 1: Select the Task List

Step 2: Click the Delete button in the top right

Step 3: Confirm your decision by clicking Ok


Task List:

Meetings:

People:

Search:


Tags: Tasks, Account Administrators, Administrators, Create a Task, Adding a Task to a Task List, View a Task, Meetings, Deleting a Task

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