Use this help article as a guide for the Board Tasks. Please note, the Task area of the Board Portal must first be enabled on the Board Portal Features prior to use.


Adding a New Board Task:

1. Log into the Board Portal 

2. Click on the Manager Task tab

3. Here, the Previously created Board Tasks will be displayed. To add a New Task, click on the Add New icon:


4. On this step, enter the Title/Assigned To/Start Date/Due Date/ Priority/Descriptions/Completion Date/File Attachments that may be relevant to this Task. 


5. Once that is completed, Click Save

  • Note: Recurrences can be setup on the Recurrence tab: 

  • Note: Discussions can also be had regarding this particular Task on the Discussion tab: