Complete Tasks

In workrooms, administrators can assign tasks to workroom Members. If you're assigned a task, you receive an email notification of the assignment. You can review and complete the task from the BoardEffect home page.

  1. On the main display area of the BoardEffect home page, scroll down to locate the My Tasks section and select the down arrow on the far right to expand the section.

  2. To access a task, including the details and files that need to be reviewed, select the relevant task title. A task dialog displays.

  3. On the task dialog, you can read the message or instructions from the administrator who created the task. Select + Add a File as needed.

  4. When finished, select Mark Complete. Once a task is completed, it is removed from the My Tasks section on the home page.