TABLE OF CONTENTS
I. Assign tasks within a specific group
Administrators, group owners and group admins can view and assign tasks within a specific group.
Click Groups from the left navigation menu
Click into the desired group to go to its Group Page
Click Tasks & Polls from the top navigation menu
In the Tasks section click the + to add a new task
In the Create Task window enter the task details and due date (optional)
The group will already be listed under Groups, and the members of that group will be listed under People
II. Viewing Tasks on the Group Page
Administrators, group owners and group admins can view all completed and uncompleted group tasks on the group’s landing page.
Click Groups from the left navigation menu and select the desired group to visit the group's Group Page
Click Tasks & Polls in the top navigation menu
Assigned tasks are visible in the Tasks section
III. Assign tasks to group(s) in a meeting
Administrators, group owners and group admins can view and assign tasks to groups from within a meeting.
Access the meeting by clicking Meetings from the main left navigation menu, and selecting the desired meeting from the list on the Meetings page
Within the meeting's page select Tasks & Polls from the top navigation menu
In the Tasks section click + to create a new task
Enter the task details and due date (optional)
Group(s) or individuals invited to the meeting will already be listed under Groups and People
IV. Assign tasks to group(s) from the minutes
Administrators, group owners and group admins can assign tasks to groups from the minutes page.
To access the desired meeting minutes, begin by clicking Meetings from the main left navigation menu, and clicking on the desired meeting from the list on the Meetings page
Click the Minutes button from the meeting's landing page
If the minutes have not yet been started or edited, select from the options Start from Scratch or Start from the Agenda. Otherwise the minutes page will appear
Click the + that appears to the left of the text to view the formatting menu, scroll down in the menu to click on Task
Enter the task details in the field that appears next to the circled checkmark icon. To assign a due date (optional) click on the calendar icon, and to assign specific individuals click on the person plus icon, both of which are to the right of the task
Click into the next line down to exit the task and move on to a new line of minutes
Changes to the minutes, including the tasks created, are automatically saved
Click Publish Minutes at the top of the screen to publish the minutes for others to view
The task will now be visible on the Tasks & Polls portion of the meeting page, in the Tasks section
V. Multi-User Task Notifications
Administrators, group owners and group admins can receive notifications for each individual group task completion and when the entire group has completed the task.
Groups: learn about Boardable groups
Group Roles and Permissions: learn about the different types of Group Roles and the permissions associated with them
Update Group Roles: learn how to update roles within a group
Multi-User Tasks: Admins / Group Owners / Group Admins: account Administrators, Group Owners and Group Admins can assign tasks to multiple Groups.