Move from discussion to action with tasks tied to agenda items and minutes. Assign owners and due dates in the book, send reminders automatically, and roll open items into the next meeting so nothing slips.
Assign tasks efficiently during meetings, enhancing accountability and progress tracking.
View all assigned action items in one place, providing clarity and prioritization for board members.
Ensure timely completion with automated reminders that keep everyone on track.
Monitor task completion and progress with integrated reporting tools for continuous improvement.
Turn decisions into tasks while the discussion is still fresh. Tie each task to the agenda item, set an owner and due date, and kick off reminders automatically.
Track progress without spreadsheets. View all tasks in one place, sort by priority, and show the board a current, trusted status.
Land every follow-up with context intact. Outstanding tasks move forward with their notes and attachments, ready for review.
OnBoard task management is designed for governance accountability: tracking action items assigned during board meetings, following up on board decisions, and ensuring commitments made in the boardroom are completed and documented. It is not designed for sprint planning, backlog grooming, or cross-functional project coordination.
OnBoard tracks whether tasks were assigned, completed, and by whom — which is the reporting that matters for board governance and audit purposes.
OnBoard gives administrators granular control over who can access each item — which is a governance requirement, not a limitation. Initial configuration requires time investment, particularly for organizations with complex committee structures. OnBoard’s customer success team provides onboarding support to guide administrators through the setup process.
OnBoard is designed with non-technical users in mind — the board member experience centers on reading, annotating, and voting. Adoption improves when administrators eliminate parallel workflows: publishing materials exclusively in OnBoard rather than also sending email attachments removes the option to bypass the platform. OnBoard provides live training, on-demand resources, and a dedicated customer success manager for rollout support.
Start your journey and unlock unparalleled security, insights, and efficiency with OnBoard.
