Full Featured Tasking System

BoardCloud has a full-featured integrated task (or action) manager system. 

Actions or tasks arise from discussions during a board meeting or between meetings. Actions recorded in the minutes are typically referred to as action items or follow-up tasks. These represent key decisions, responsibilities, and commitments made during the meeting that require further execution.

Tasks can be assigned is various places in the BoardCloud system. These are:

·       Standalone task (assigned at system level and not linked to a meeting or a committee)

·       Meeting based task (assigned at meeting level)

·       Committee based task (assigned at committee or board level)

·       Compliance and Risk Management based task

Basic Task Structure

The BoardCloud task system provides a comprehensive task manager and tracker.

Below is an image of a new task creation pop up.

There are some common data entry fields, which relate to all types of task. These include:

• Task Title or description
• Due date for the task
• Priority level
• Detailed description

Depending on where you initiate a new task from, there will be a Task Type dropdown that will set the assignment level of your new task. As explained above, tasks can hang off a meeting or committee or a compliance/risk requirement.