Tasks
How do I add a new task?
Last Updated: August 28, 2026Create 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…
How can I manage my tasks?
Last Updated: August 28, 2026The Tasks area separates work assigned to you from work you created for other people. Use the view that matches what you need to review or change. Choose a task view All Tasks: review tasks you are permitted to see and switch among All Tasks, My Tasks, Tasks I Assigned, Open, Completed, Cancelled, and Overdue….
How do I mark a task complete?
Last Updated: August 28, 2026When you finish an assigned task, mark it complete from the task list or its detail page. BoardSite records the completion and moves the task into the completed view. Complete a task from My Tasks If the task appears under the dashboard’s Priority Actions, select Complete. Otherwise, open Tasks → My Tasks. Find the task….