BoardCloud Tasks

Tasks Across Your Board

BoardCloud offers a flexible task system that supports a range of task types to suit your governance needs. Whether you're assigning actions from a meeting, setting general site-wide tasks, managing committee responsibilities, or tracking compliance and risk items, all tasks follow the same basic structure, making them easy to create, assign, and monitor. With built-in notifications and clear status indicators, it's simple to stay on top of what needs doing across your board or organization.

An Overview of BoardCloud Tasks

All tasks include a title, due date, priority, and optional description. Task type is set based on where it’s created.

Creating a Task

Add a title, due date, priority, and optional description. Assign at least one member, and choose to send email notifications.

Meeting Based Tasks

Turn meeting discussions into actionable tasks. Create and assign tasks directly from agenda items and track them in context.

Site-Wide Tasks

Tasks assigned as stand-alone actions. Create general tasks not linked to a specific meeting or committee.

Committee Based Tasks

Assigned to committee members for responsibilities outside meetings. Tracked in the committee's shared task area.

GRC Based Tasks

Tasks tied to legal obligations, policies, or risk management. Often recurring and linked to compliance or risk registers.