A few ways boards and leadership teams can utilize OnBoard Tasks include:
Pre-meeting preparations. In the real world, preparing for strategic leadership or board meetings requires that various team members upload items for the board book, provide resources, or even launch surveys and approvals. Now with Tasks, assigning tasks to address specific preparations is easy and can be done in-line with the agenda creation.
In Meeting Task Assignments: Meetings can often be a whirlwind — utilizing OnBoard Tasks during the meetings to capture any follow-ups or actions can help ensure nothing is missed and a clear owner is identified for all action items.
Personal Organization: The great thing is that Tasks can be used by individuals to manage their board or leadership-related tasks. Regardless of how the broader team handles task management, users can assign themselves tasks and manage all of their to-do’s directly within OnBoard.
Users can create, assign, and complete tasks both from the web and on our robust OnBoard mobile apps. We have also implemented intelligent emails that alert users when tasks are assigned to them and provide a daily summary email that highlights any due or overdue tasks. We are excited to see all the ways that our customers use
Tasks and the difference this feature makes in how their boards and teams work — we invite you to sign up for a free trial of OnBoard as well to experience this new feature along with the rest of the OnBoard platform.