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[VIDEO] How to Use Boardable’s Task Manager Feature

During a meeting, it is common for great ideas to be thrown around, with good intentions to follow through. How do you help board members keep track of what they promised, and keep making progress between meetings? The Task Manager solves these problems elegantly.each meeting.

Here is a brief how-to video for using the Task Manager feature.

 

The list of tasks populates in three different places:

  • Individual Dashboard – Each user will see a list of his or her personal tasks. These may have been assigned in a meeting or independently by an account admin. Every time they log into Boardable, they will be able to check their status and check off any completed tasks.
  • Tasks Tab – By clicking on this feature, admins can sort tasks by the meeting, the person, or status. This is ideal for checking task status from the last meeting before preparing for the next one, or verifying which individuals still have outstanding tasks.
  • Meeting Center – Tasks designated during the meeting are recorded along with the agenda, minutes, and meeting details. When looking at the summary of the meeting, the admin can see what tasks were assigned to whom. They will also show up in the minutes, exactly where they were established.

Our new Task Manager feature is designed to help you make the most of your nonprofit board meetings. Please send us your feedback about how they work for you. We look forward to making future features help you enrich board engagement even more.


Interested in how to make your board of directors more productive through the effective use of technology? Boardable is a software platform that centralizes all communication between you and your board. Find the best meeting times, securely store all of your documents, archive discussion threads and more—all in one place. Click below to schedule a demo with a member of our Boardable team.

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