At BoardX, we aim to make task management as seamless and user-friendly as possible. This guide will walk you through the process of locating, understanding, and completing your tasks with clarity and ease. Remember, if you ever need assistance, we are always here to help.
Where Are My Tasks?
To locate your tasks, follow these simple steps:
Log in to your BoardX account.
Click on Tasks in the left-hand navigation bar. This will take you to the Task Centre, where all your assigned tasks are neatly organised.
Task List Categories
Once in the Task Centre, you will find your tasks grouped into the following categories:
Policy Tasks: These are tasks created within the BoardX Policies and Contracts Workspace, often related to policy updates or contractual agreements.
Meeting Tasks: Tasks assigned by meeting administrators, usually derived from meeting minutes (e.g., action points or follow-ups).
Compliance Tasks: Tasks linked to compliance requirements and generated from various compliance workflows.
Onboarding Tasks: Tasks designed to guide you through your onboarding process. For more detailed guidance, refer to How to Complete Different Types of Onboarding Tasks.
General Tasks: Tasks are created manually by administrators for a variety of purposes, such as reminders or one-off actions.
Each category is clearly labelled, making it easy to navigate and prioritise your responsibilities.
How to Complete Your Tasks
Completing tasks is straightforward. Here’s how to do it:
Select the Task:
Click on the task you wish to complete. This will open the task details page.
Review Task Details:
Carefully read the task description to understand what is required. If any documents or additional information are attached, take the time to review them thoroughly.
Complete or Reject the Task:
In the top-right corner of the task page, you will see buttons to either complete or reject the task. Choose the appropriate action based on your progress.
Leave Comments:
Use the comment section to provide updates, share thoughts, or ask for clarification. Clear communication ensures tasks are completed effectively.
Attach Supporting Files:
If required, upload any supporting documents or evidence as proof of task completion. This is especially useful for compliance or policy-related tasks.
Helpful Tips for Task Management
Prioritise Your Tasks: Focus on tasks with upcoming deadlines or high importance first.
Stay Organised: Regularly check the Task Centre to stay on top of your responsibilities.
Seek Clarification: If a task is unclear, don’t hesitate to leave a comment or contact the task administrator for further guidance.
Need Additional Help?
We are here to support you every step of the way. If you have any further questions or encounter any issues with your tasks, please don’t hesitate to reach out to our friendly support team. You can contact us via:
The orange support icon located in the bottom-right corner of your screen.
Your feedback and questions help us ensure that BoardX continues to meet your needs effectively. Thank you for using BoardX!