Create a Task

Learn how to create a task

---

Table of Contents

I. Introduction

II. Dashboard — Open New Task Menu

III. Tasks Page — Open New Task Menu

IV. Meeting Page — Open New Task Menu

V. Group Page — Open New Task Menu

VI. Create a New Task Menu

VII. Create Task from Minutes

---

I. Introduction

II. Dashboard — Open New Task Menu

Organization admins can create a task from the home dashboard. These tasks are visible to organization admins and assigned users.

To do so:

1. Click Home from Boardable's main menu

   

2. Scroll down to the My Tasks panel

3. Click + at the top of this panel

   1. Create a new Task menu opens

      

   2. To learn how to complete this, please see section VI

III. Tasks Page — Open New Task Menu

Organization admins can create tasks from the Tasks page. These tasks are visible to organization admins and to assigned users.

To create a poll from the Tasks page:

1. Click Tasks from the main menu

   

2. Click Add Task

   1. Create a new task menu opens

   2. To learn how to complete this, please see section VI

IV. Meeting Page — Open New Task Menu

The following users can create tasks from a meeting page:

• Organization admins

• Meeting creators

• Meeting collaborators

These tasks are visible to the above users, and to any users assigned.

Only members, observers, and admins can be assigned to these tasks. Meeting guests cannot be assigned to these tasks.
​

If a meeting is deleted, the tasks created on its meeting page are also deleted. To make a task which does not depend on a meeting page, do so from the Dashboard or the Tasks page.

To create a task from a meeting page:

1. Navigate to the desired meeting page

   1. To learn how to do this, please see Related Articles

2. Click the Tasks & Polls tab

3. Next to Tasks, click the + button

   1. Create a new task menu opens

   2. To learn how to complete this, please see section VI

      

    

V. Group Page — Open New Task Menu

The following users can create tasks from a group page:

• Organization admins

• Group owners

• Group admins

These tasks are visible to the users above and to any users assigned.

If a group is deleted, the tasks created on the group's page are also deleted. To make a task which does not depend on a group page, do so from the Dashboard or the Tasks page.

To create a task from a group page:

1. Navigate to the desired group page

   1. To learn how to do this, please see Related Articles

2. Click the Tasks & Polls tab

   

3. Next to Tasks, click the + button

   1. Create a new task menu opens

   2. To learn how to complete this, please see section VI

VI. Create a New Task Menu

To set up a task, complete the following fields:

1. Description/Title

2. File attachments, if any

   1. To use this:

      • Click Attach files 📎

      • Choose from uploader's device, Boardable Document Center, Google Drive, Dropbox, or OneDrive

      • Select desired file from the location chosen to add this to the poll

3. Due date

   

4. Assignees

   1. To add an assignee:

      1. Click into the text box labeled Type a person's name

      2. Type the name of a user

      3. Click the user name from the menu this drops down

         • Added users are listed beneath a People heading

      4. To add all members of a group as participants:

         • Click into the text box labeled Type a person's name

         • Type the name of a group

         • Click the name of the group from the menu this drops down

   2. To remove a participant:

      1. Click the X to the right of their name

         • Assignee is deleted from the People section of the Create a new poll menu

           

5. Click Save

   

6. Task is created

   1. Assignees are notified

VII. Create Task From Minutes

Tasks can also be created from meeting minutes. This can be done by the following users:

• Organization admins

• Meeting creators / owners

• Meeting collaborators

 

Only admins, members, and observers invited to the meeting can be assigned to tasks created from meeting minutes.

Tasks created this way do not pop out a Create task menu. Instead, the assignee, due date, and description are written into the Minutes for a meeting.

Tasks created from meeting Minutes can only be viewed in the Minutes, and on the default view of the Tasks page. Admins cannot use the Meetings view of the Tasks page to find these tasks.

To create a task from Minutes:

1. Navigate to Minutes for the desired meeting

   1. To learn how to do this, please see Related Articles

2. Click + at the left side of the Edit Minutes window to drop down options

3. Click Task from these options

   1. Task entry added to Minutes

4. Click into the text line labeled Create your task and type task description

5. Click calendar icon

   1. Date picker pops out

   2. Click due date from date picker

      

6. Click assignee icon

   1. Meeting invitees drop down

   2. Select assignee from options

      

    

---

Related Articles

• Create a Task: learn how to create a task

• View Tasks: learn how to navigate to a task

• Tasks — Edit, Delete, & Comment: learn how to edit comments, delete them, or add comments to them

• Tasks — Change Completion Status: learn how to mark a status as Complete or Incomplete

• Create Meeting Minutes: Learn how to create meeting minutes from the meeting page

• Minutes — Additional Options

• Edit / Format Meeting Minutes: Learn how to edit meeting minutes along with some tips on moving sections, deleting sections, and formatting (i.e. indenting, page breaks)