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Tasks for Members

Learn how to create tasks, delete tasks, view tasks, and complete tasks.

Phoenix Robertson avatar
Written by Phoenix Robertson
Updated over a week ago

Table of Contents

I. Introduction to Tasks

II. View Tasks

III. Create Tasks

IV. Comment on Tasks

V. Delete Tasks

VI. Edit Tasks

VII. Mark a Task Complete

I. Introduction to Tasks

Tasks can help keep track of assigned responsibilities and due dates, and increase every board member's productivity and accountability.

All members can be assigned tasks. Admins may create these tasks from a meeting page, a group page, or from the Tasks directory.

Members with the following meeting and group roles can create tasks:

  • Meeting creator

  • Meeting collaborator

  • Group owner

  • Group administrator

II. View Tasks

Tasks can be viewed in the following locations:

To open a task, click the first 60 characters of its description from one of the views described below. The following information pops out:

  • Complete text of task description

  • Due date

  • Assigned members

  • Button to mark task complete

  • Comments, including attached files

  • Comment textbox

View Tasks From My Tasks

All tasks assigned to a member (including those made from a meeting or group page) can be seen on their My tasks view. To navigate to this part of the platform:

  1. Log in to Boardable

  2. Click My tasks from the main menu panel

    1. Tasks are listed by the following information:

      1. First 60 characters of task description

      2. Name(s) of assigned member(s)

      3. Task list, if any (shown in blue)

      4. Associated group, if any (shown in grey)

      5. Completion status

        1. Checkmark with no fill represents incomplete task

        2. Checkmark with green fill represents complete task

        3. For tasks with multiple assignees, the number of assignees who have marked the task complete is listed beneath the task description

    2. View defaults to Incomplete tasks; to switch to Complete tasks, use toggle at top left side of page

View Tasks From Meeting Page

To view tasks from a meeting page:

  1. Navigate to the desired meeting page (to learn how to find a meeting page, please refer to Related Articles)

  2. Click Tasks and polls

  3. Click the task description

    1. Tasks are listed by the following information:

      1. First 60 characters of task description

      2. Name(s) of assigned member(s)

      3. Completion status

        1. Checkmark with no fill represents incomplete task

        2. Checkmark with green fill represents complete task

From Group page

To view tasks from a group page:

  1. Click Groups from the main menu panel

  2. Click the title of the desired group, opening its group page

  3. Click Tasks and Polls

    1. Tasks are listed by the following information:

      1. First 60 characters of task description

      2. Completion status

        1. Checkmark with no fill represents incomplete task

        2. Checkmark with green fill represents complete task

        3. Number of assignees who have marked the task complete is listed beneath the task description

III. Create Tasks

Meeting creators and collaborators can access the Create task menu from the meeting page for the meeting they created, or collaborate on:

  1. Navigate to the meeting page (to learn how to do this, please refer to Related Articles)

  2. Click Tasks and Polls

  3. Click + next to Tasks

  4. Create Task menu opens, containing the fields described below; set these fields as wanted

    1. Description

      • The following text formatting options are supported:

        • Bold

        • Italics

        • Bullet list

        • Numbered list

        • Hyperlink

    2. Due date

    3. Assigned users

      1. For tasks made from meeting page, all invited users are assigned by default

        • To remove an invited user from the assignee list, click the X to the right of their name

  5. Click Save

    1. Task is now created and assignees notified

Members who are group owners or group administrators can create a task associated with a specific group:

  1. Click Groups from the main menu panel

  2. Click the title of a group, opening its group page

  3. Click Tasks and Polls

  4. Click + next to Tasks

  5. The Create Task menu opens, containing the following fields described below; set these fields as wanted

    1. Description

      • The following text formatting options are supported:

        • Bold

        • Italics

        • Bullet list

        • Numbered list

        • Hyperlink

    2. Due date

    3. Assigned users

      1. All group members are assigned by default

        • To remove an invited user from the assignee list, click the X to the right of their name

  6. Click Save

    1. Task is now created and assignees notified

IV. Comment on Tasks

To add a comment on a task:

  1. Open the task as described in View tasks

  2. Click in to the textbox labeled Add comment

  3. Add desired comment text and attachments, if any

    1. The following text formatting options are supported:

      1. Bold

      2. Italics

      3. Bulleted list

      4. Numbered list

      5. Hyperlink

      6. Emojis (from the emoji button at the bottom right side of the comment text box)

    2. To add an attachment:

      1. Click the paperclip button at the bottom right side of the comment textbox

      2. Click attachment location

        1. Click Upload file to select a file from the device's directory

        2. Click Boardable to select a file from the Boardable document center

        3. Click One Drive, Google Drive, or Dropbox to select a file from one of these external services

      3. Select desired file from chosen directory

  4. Choose notification settings

    1. Enable Notify everyone to send notifications to all users assigned to the task

    2. Disable Notify everyone to prevent notifications to any user for this comment

  5. Click Send

V. Delete Tasks

Note: Members can only delete tasks they are the creator of

To delete tasks:

  1. Open the desired task as described in View Tasks

  2. Click More actions

  3. Click Delete

  4. Click Ok

VI. Edit Tasks

Note: Members can only edit tasks they are the creator of

To edit tasks:

  1. Open the desired task as described in View Tasks

  2. Click More actions

  3. Click Edit

  4. Edit Task menu opens, allowing changes to the fields listed below; set these as wanted

    1. Description

    2. Due date

    3. Assigned users

  5. Click Save

    1. Task is updated

    2. New assignees, if any, are notified

    3. Existing assignees are not notified

VII. Mark a Task Complete

When a task is completed, the user who created it is notified.

To mark a task complete:

  1. Open the task as described in View Tasks

  2. Click Mark complete

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