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How to Use BoardX for Meeting Management and Task Assignments

Follow these clear and detailed instructions to effectively manage meetings and assign tasks in BoardX. Adhering to these steps will ensure smooth operations and prevent system disruptions.

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Written by Irene

Step 1: Log in to Your BoardX Account

  1. Open your browser and go to the BoardX login page.

  2. Enter your username and password.

  3. Click Log In to access your account.

Step 2: Verify Account Roles

  1. Navigate to the Meeting Management Workspace.

  2. Click on the People tab.

  3. Review the roles of each individual:

    • Regular: Member users who sit on committees.

    • Admin: Users with full system privileges.

  4. Confirm that each user has the correct role assigned.

Step 3: Review Committee Membership

  1. Go to the Committees page.

  2. Select the committee you wish to review. For this example, we’ll use the Board Committee.

  3. Verify that all listed members are active, sitting members of the selected committee.

    Important:

    • If a user is not an active member of the committee, remove them immediately to ensure accuracy.

    • Only active members should remain in the committee.

Step 4: Create an Agenda

  1. Open the Meeting page.

  2. Click Create Agenda.

  3. Add the selected committee to the agenda.

  4. If additional individuals who are not committee members need to attend the meeting:

    • Use the Add Individual option to include them.

Step 5: Assign Meeting Tasks

Assigning Tasks to a Committee

  1. Open the Minutes section of your meeting.

  2. Use the Task item to create a task.

  3. Assign the task to the relevant committee by selecting the committee name.

Assigning Tasks to Non-Committee Members

  1. Use the Task item to create a task.

  2. Add the user by selecting the Individual option.

Step 6: Locate and Review Tasks

  1. Navigate to the Meeting Tasks section.

  2. Tasks assigned to a committee will appear under that committee’s name.

  3. Ensure all tasks are correctly assigned and review for completeness.

Key Notes to Avoid Issues

  • Always confirm committee memberships before creating agendas or assigning tasks.

  • Do not include users who are not active members in committees.

  • Follow these instructions carefully to avoid system disruptions or errors in task tracking.

By following these steps, you’ll ensure the effective use of BoardX for meeting management and task assignments.

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