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View Goals, Polls, and Tasks in the Mobile App

Access and manage essential items from your mobile device.

 

In This Article
Before You Begin
View Goals
View and Respond to Polls
View Tasks
Create Tasks
Troubleshooting

 

Before You Begin

The mobile app allows you to view goals, polls, and tasks relevant to your work in Boardable. Editing options are limited on mobile, and some details—such as task comments and poll due dates—are not displayed.

View Goals

Goals can only be viewed—not created or edited—in the mobile app.

You can view goals from:

  1. Home Screen
    • Scroll to Goals and tap View All.
    • Tap any goal to view details.
  2. Bottom Menu
    • Tap More (Observers do not see Docs).
    • Tap Goals and select a goal.

View and Respond to Polls

Polls assigned to you can be viewed and answered in the mobile app.

Notes:

  • Polls cannot be edited.
  • Admins cannot view polls assigned to others.

To access polls:

  1. Tap More.
  2. Tap Polls.
    • Incomplete polls display by default.

Respond to a Poll

  1. Open the poll.
  2. Select an answer.
  3. Tap Submit.

 

Create Polls

Only Organization Admins can create polls in the mobile app.

  1. Tap More → Polls.
  2. Tap +.
  3. Enter a poll title, due date, and answer options.
  4. Add or remove assignees.
  5. Tap Create Poll.
    • The poll appears in your list of unpublished polls

View Tasks

Tasks assigned to you can be viewed and marked complete.

Notes:

  • Task comments are not shown.
  • Due dates appear only on the Home screen.
  • Only tasks assigned to you are visible.

Access tasks from:

  1. Home Screen
    • All incomplete tasks appear here.
    • Tap any task or View All for the full list.
  2. Main Menu
    • Tap More, then Tasks.
    • Tap Complete to view finished tasks.

Change Task Status

  • Tap the checkbox to mark a task complete or incomplete.

Create Tasks

Only admins can create tasks on mobile.

  1. Tap More → Tasks.
  2. Tap the + button.
  3. Enter a description and select a due date.
  4. Add or remove assignees.
  5. Tap Create Task.
    • The task is added to your Incomplete list.

Troubleshooting

  • Missing polls? They must be published and open.
  • Missing tasks? Only tasks assigned to you appear.
  • Missing goals? Only active, unarchived goals are shown.

Questions? Contact your CSM or write to the Support team at support@boardable.com