Create a standalone task when a board member, officer, or staff member needs a clearly assigned follow-up. If your role includes task-creation permission, you can assign the same task to one or more members and set a due date, priority, and reminder.

Before you begin: BoardSite creates a separate task for every selected assignee. Confirm the assignee list before selecting Create Task.

Create the task #

1. Sign in to BoardSite and select the correct organization.
2. Open Tasks → Create Task. You can also select Create Task from a task list when that action is available.
3. Enter the required Task Name and, if useful, a detailed Description.
4. Under Assign To, select one or more members. Use Select All only when every listed member should receive an individual copy.
5. Set an optional Due Date.
6. Choose a Priority: Low, Normal, Medium, or High.
7. If a Related Meeting field appears, you can link the task to a meeting. This option depends on your organization’s enabled features.
8. Choose when BoardSite should send the task reminder. A reminder is sent only when the task has a due date.
9. Review the form, then select Create Task.

What happens next #

Each selected member receives a separate task. The task appears in the assignee’s My Tasks view and in the creator’s Tasks I Assigned view. Availability of email reminders depends on the due date and reminder choice.

Troubleshooting #

• If Create Task is missing, ask an administrator to review your task permissions.
• If a member is missing, confirm that the person is an active member of the organization.
• If the related-meeting field is absent, the feature may not be enabled for your organization.

Related articles #

• How can I manage my tasks?
• How do I mark a task complete?