Tasks

How do I add a task?

Open Tasks and choose Add a task in the toolbar. It opens a dialog — give the task a title and, optionally:

• A description for extra context.
• An assignee from your board's members (or leave it unassigned).
• A due date.
• A priority — Low, Medium, or High.
• A status — Open, In progress, Done, or Cancelled.
• A project to file it under, if your board uses projects (or leave it as No project).
• A committee to scope it to, if your board has committees (or leave it as No committee — board task).

Saving the task confirms with a brief notification and adds it to the list. Only members with task-management permission see the Add a task button and the per-row controls; everyone else can still see the full task list.

Where did this task come from?

Some tasks aren't added by hand — one instantiated from a meeting's minutes or from a committee responsibility shows a "From" line under its title, linking straight back to where it came from: the meeting it was raised in, or the committee responsibility it was generated from. A task with no such origin (the ordinary case) simply shows none. A task generated from a committee responsibility links back only if you can see that committee's detail (you're on it, or you hold committee-management permission board-wide) — otherwise the line still names it, just without a link you couldn't otherwise follow.

Does the person I assign a task to get told?

Yes. The moment a task lands on someone — created with them as the assignee, handed to them later, or captured from a meeting's action items — they get a notification in their bell, on the Notifications page, and (unless they've turned the Tasks topic's Email box off) a branded email with a button straight to the task. This happens even when the task has no due date, which is exactly the case a due-date reminder can never cover.

A few deliberate rules:

• You're never notified about your own action. Assigning a task to yourself, or keeping an action item you minuted, tells nobody.
• Reassigning tells the new owner only. The person who was taken off the task isn't emailed about it — that's not an action item. The change is still recorded in the board's audit log, which is where "who owned this, and when" belongs.
• Re-saving the same owner tells nobody, and neither does unassigning a task or changing anything else about it.
• Several tasks at once is one message. Reassign six tasks to the same director in a bulk action and they get a single notice naming them, not six.

Each person's own notification preferences are respected: somebody who has switched off task email still sees the notice in their bell.

Where do I see what's assigned to me?

The Tasks page presents My tasks and All tasks as tabs under one toolbar — it opens on My tasks, your own open action items, with the full board-wide list one tab over. A task stays on your list until it's closed; it doesn't quietly drop off between meetings.

How do I find a task by name?

Type part of its name into the Search box above "All tasks" — the list narrows to tasks whose name contains what you typed, so remembering "insurance renewal" is enough even when you've forgotten who owns it or when it's due. Matching ignores capitals, and matches anywhere in the name (not just the start).

A few things worth knowing:

• Search stacks with the filters. A term plus Status: Open plus an assignee shows only the tasks that satisfy all of them. The count above the list, the "overdue" tally beside it, and the page links at the bottom all describe that same narrowed set.
• It carries across pages and sorting. Move to the next page or sort by a column and the term stays put; it lives in the page's address, so a link you share opens on the same search.
• A new term starts back at page one, so you're never left on page 3 of a result set that only has one page.
• Nothing found? The list says No tasks match "your term" — naming what you searched for, so it's never confused with a board that has no tasks yet — and offers a Clear search link back to the full list.

Search covers "All tasks." "My tasks" is your own open work and is short by nature, so it has no search box of its own; switch tabs to search the whole board. To search across meetings, documents, decisions and tasks at once, use the board-wide search instead.

Can I see outstanding actions without leaving a meeting?

Yes. A meeting's Details page, its Minutes page, and the Run cockpit each show an Outstanding actions panel — the board's still-open action items from earlier meetings (or with no meeting origin at all), so a chair reaching "matters arising" doesn't have to come here first. It's a smaller, capped view of the same carry-forward list this page's "All tasks" tab shows in full, with a View all in Tasks link back to here. Marking one done from a meeting page closes it out everywhere — on that panel, in "My tasks"/"All tasks," and anywhere else the task appears. See Running a meeting live for where it sits in the cockpit.

How do I know what's overdue?

Every task past its due date is flagged as overdue right in the list — both in your own "My tasks" view and in the board-wide count on "All tasks." "Past due" is judged against your board's own configured timezone (set on its Settings page), not wherever the server happens to run — so a task due today stays "due soon," not "overdue," until it's actually tomorrow on your board's clock. A closed task (Done or Cancelled) is never counted or shown as overdue, even if its due date has passed — it's finished work, not a missed one. A due date always shows a relative hint alongside it (like "Jul 25, 2026 · in 6 days") so you don't have to do the math yourself. Search "All tasks" by name, or filter it by status, assignee, priority, project, or due date, to narrow things down; the filtered view is shareable, since it lives in the page's address. The list updates on its own a moment after you change a filter — there's no need to click Apply (it's still there, and it's what runs the filter if JavaScript is off).

The "Overdue" count above the list is itself a link: select it (whenever it's non-zero) to jump straight to "All tasks" filtered to exactly those overdue items — no more guessing which rows the number meant. You can reach the same filtered view directly from the Due dropdown among the filters (Overdue, or its softer sibling Due soon for what's coming up in the next few days).

When a board has a lot of action items, "All tasks" shows one page at a time with Previous page / Next page links at the bottom — the count above the list (and the "overdue" tally next to it) always reflects the full filtered total, not just the page you're looking at. The page you're on lives in the address too, so a link you share opens on the same page.

Can I sort the task list?

Yes — on "All tasks," the Due, Priority, and Status column headers are buttons. Select one to sort the whole list by that column; select it again to flip between ascending and descending. A small caret in the header shows which column is sorting and in which direction. Sorting reorders the entire filtered list, not just the page in front of you, and — like the filters — it lives in the address, so it stays put as you page through and a link you share opens with the same order. With no column chosen, the list keeps its default order: open work first, then by due date, then newest. "My tasks" always uses that default order.

Good governance tip: review open and overdue tasks at the start of every meeting — it's the fastest way to make sure last meeting's commitments didn't quietly evaporate.

How do I change a task's status or reassign it?

From the task list, change status, assignee, or priority inline, or choose Complete to close it out in one step — each change saves immediately, with a brief notification confirming what happened (or explaining what went wrong). The notification for Complete includes an Undo button that reopens the task, restoring whatever status it had a moment before — a quick fix for a stray click, as long as you act before the notification disappears on its own.

Can I act on several tasks at once?

Tick the checkbox on each row you want (or the header checkbox to select every task currently shown), and a bulk action bar appears above the table with Complete selected, Set status, Reassign, and Set priority controls. Each one applies to every selected task in a single action, reports back how many succeeded, and the selection clears once the batch finishes. If a particular task in the selection couldn't be updated (for example, one that was deleted moments before), the notification names that reason specifically rather than lumping every failure into one vague "some failed" message. Selecting tasks and using any of these controls works fully from the keyboard. Bulk actions need the same task-management permission as the per-row controls; everyone else keeps seeing the full task list without the checkboxes.

Setting the bulk status to Cancelled always asks you to confirm first, naming how many tasks are affected and that they'll drop out of active tracking and stop carrying forward to future meetings — the same kind of confirmation a destructive bulk status change asks for on the Members roster. Every other status (Open, In progress, Done) stays a one-click Apply, so routine triage never gains an extra click. Changing your mind in that dialog — clicking Cancel or pressing Escape — leaves every selected task exactly as it was.

How do I edit a task's details?

Every detail you set when creating a task can be changed afterwards. On any row, choose Edit to open a dialog where you can update the title, description, due date, priority, project, and committee, then Save changes. Choosing No project clears the grouping, and No committee — board task clears the committee, without touching anything else about the task. As with the other controls, the Edit button is available to members with task-management permission; everyone else sees the task read-only. Each edit is recorded in the board's audit log alongside who made it.

Where did a task come from?

When a task was captured from a meeting's action items, its row shows a From <meeting> link — follow it to open that meeting directly. Once a task is marked done, the row also shows the date it was Completed, so a glance tells you both where the commitment started and when it was met. That date is shown in your board's own configured timezone (set on its Settings page), same as the overdue/due-soon flags above — so it always lines up with what "today" means for your board, not the server's clock.

Can I group related tasks together?

Yes — a cluster of related action items ("Annual Gala", "Bylaws Revision 2026") can be grouped under a project, with its own owner, status, and target date. Grouping is entirely optional: a task that doesn't belong to a project keeps working exactly as described on this page. See Projects.

Every task's row shows a Project column: a link to the project it belongs to, or an em dash when it's ungrouped. You don't have to leave the Tasks page to see or set it — the create and edit dialogs both have a Project field, and the filters let you narrow "All tasks" down to one project at a time (the same filter a project's own page links here with).

Can I scope a task to a committee?

Yes. If your board has committees, the Add a task and Edit dialogs both carry a Committee field, and the filters above "All tasks" include a Committee dropdown so you can narrow the list to one committee's work. A task with a committee shows a Committee: <name> chip under its title.

A task scoped to a committee also appears in that committee's own Tasks section on its page — which is the point: it lets a committee chair see the work that belongs to them without hunting through the whole board's list.

A task generated from a committee responsibility is scoped to that committee automatically — you don't have to set it. See How do I create a task from a responsibility?.

Scoping a task to a committee doesn't hide it from anyone: it still appears in "All tasks" for every member exactly as before, and the assignee is still notified the same way. It decides which committee lists the task, nothing more.