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

Members with Meeting Creator, Meeting Collaborator, Group Owner, or Group Administrator permissions can create tasks within a meeting or their group page, respectively.

Tasks created on a Meeting or Group page will show in your My Task page.

Click the Task tab on the left navigation menu to take you to your My Task page.


Add a Task within a Meeting (Steps 1 - 6)

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

Step 1: Open the meeting

Step 2: Scroll to the Task section

Step 3: Click + Add Task in the top right corner

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 6: 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


Viewing Tasks

The list of member tasks populates in four locations:

Individuals Dashboard: Individuals can see their assigned tasks and from their dashboard.

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

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

Group Page: 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.


Tags: Tasks, Adding a Task, Add Task, Delete Task, Deleting a Task, Complete Task

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