Use this help article to assist in the process of adding New Board Task Types. If this is an Board Type, the Checkbox will display in the Board Type Column. Please note, the board Users must first have the corresponding permissions to view these details.
To Add a New Board Task Type
1. Navigate to the Activities > Task > Set Up > Select the option for Manage Task Type
2. This window will display the previously created Task Types. To Add a new Type, click the Page Actions > Add Type icon:
3. Here, enter the new details to Create the Task Type for the Board. Ensure the Checkbox for "Board Type" is selected:
4. Once Complete, click Save to save this task type.
Viewing on the Board Portal:
1. These details can be accessed on the Board Portal by members within the Management Task tab. Please Note, this tab can be re-titled to fit community needs.
2. This will then provide a window to the Tasks that are Assigned to that Board Member. Please note, if the Board Task isn't assigned the User viewing those details, it will not appear on the My Tasks. They can view the Task on the Open/Active/All Task tabs.