Table of Contents
III. Create Tasks
IV. Comment on Tasks
V. Delete Tasks
VI. Edit Tasks
VII. Mark Tasks Complete
VII. Task Lists
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.
Admins can also group tasks in Task Lists.
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 Tasks
All tasks in the organization can be viewed by admins from the Tasks page.
Click Tasks from the main menu panel
Tasks are listed by the following information:
First 60 characters of task description
Name(s) of assigned member(s)
Task list, if any (shown in blue)
Associated group, if any (shown in grey)
Completion status
View defaults to All tasks; click My tasks to view only those tasks assigned to the viewer
To view both complete and incomplete tasks, fill the checkbox next to Include Completed Tasks
To filter by task list:
Click the title of the desired task list on the second leftmost menu
To filter by meeting:
To filter by assignee
To search by title
View Tasks From Meeting Page
To view tasks from a meeting page:
Navigate to the desired meeting page (to learn how to find a meeting page, please refer to Related Articles)
Click Tasks and polls
Click the task description
From Group page
To view tasks from a group page:
Click Groups from the main menu panel
Click the title of the desired group, opening its group page
Click Tasks and Polls
III. Create Tasks
Admins can create tasks from the following areas:
Create Tasks From Tasks
To create a Task from the Tasks directory:
Click Tasks from the main menu panel
Click + Add task
Create Task menu opens, containing the fields described below; set these fields as wanted
Description
The following text formatting options are supported:
Bold
Italics
Bullet list
Numbered list
Hyperlink
Due date
Assigned users
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
Click Save
Create Tasks From Meeting Page
To create tasks from a Meeting Page:
Navigate to the meeting page (to learn how to do this, please refer to Related Articles)
Click Tasks and Polls
Click + next to Tasks
Create Task menu opens, containing the fields described below; set these fields as wanted
Description
The following text formatting options are supported:
Bold
Italics
Bullet list
Numbered list
Hyperlink
Due date
Assigned users
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
Click Save
Create Tasks From Group Page
To create a task from a group page:
Click Groups from the main menu panel
Click the title of a group, opening its group page
Click Tasks and Polls
Click + next to Tasks
The Create Task menu opens, containing the following fields described below; set these fields as wanted
Description
The following text formatting options are supported:
Bold
Italics
Bullet list
Numbered list
Hyperlink
Due date
Assigned users
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
Click Save
IV. Comment on Tasks
To add a comment to a task:
Open the desired task as described in View Tasks
Click in to the textbox labeled Add comment
Add desired comment text and attachments, if any
The following text formatting options are supported:
Bold
Italics
Bulleted list
Numbered list
Hyperlink
Emojis (from the emoji button at the bottom right side of the comment text box)
To add an attachment:
Click the paperclip button at the bottom right side of the comment textbox
Click attachment location
Click Upload file to select a file from the device's directory
Click Boardable to select a file from the Boardable document center
Click One Drive, Google Drive, or Dropbox to select a file from one of these external services
Select desired file from chosen directory
Choose notification settings
Enable Notify everyone to send notifications to all users assigned to the task
Disable Notify everyone to prevent notifications to any user for this comment
Click Send
V. Delete Tasks
To delete tasks:
Open the desired task as described in View Tasks
Click More actions
Click Delete
Click Ok
VI. Edit Tasks
To edit tasks:
Open the desired task as described in View Tasks
Click More actions
Click Edit
Edit Task menu opens, allowing changes to the fields listed below; set these as wanted
Description
Due date
Assigned users
Click Save
VI. Mark Tasks Complete
To mark a task complete:
Open the desired task as described in View Tasks
Click Mark Complete
VII. Task Lists
Note: Task Lists are only supported from Tasks directory; task lists cannot be made or viewed from group pages or meeting pages.
Tasks lists can help keep tasks organized.
To create a task list:
To add tasks to an existing task list:
Click Tasks from the main menu panel
Click the title of the desired task list from the second leftmost menu panel
Complete New task menu as described in Create Task from Tasks
Related Articles
Tasks for Members: Learn how to create tasks, delete tasks, view tasks, and complete tasks
Tasks for Observers: Learn how to create tasks, delete tasks, view tasks, and complete tasks
Navigate to Boardable Meeting Page: Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.
Search: Learn how to search in Boardable
Overview of the Group Page: Learn how to view a group's page, understand activity, and view important information