Tasks & Action Points

Complete Task Management for Boards

From creation to completion, manage every action item with full visibility and accountability

Quick Task Creation

Create tasks in seconds with all essential details. Add from meetings, documents, or the main dashboard with just a few clicks.

Smart Assignment

Assign tasks to individuals or entire committees. Set multiple assignees for collaborative work with clear responsibility.

Due Date Tracking

Set deadlines and get automatic reminders. Visual indicators show overdue tasks, ensuring nothing is missed.

Priority Management

Set task priorities (Low, Medium, High, Critical) to help team members focus on what matters most.

Status Workflow

Track tasks through customizable statuses: Not Started, In Progress, Completed. Visual progress indicators keep everyone informed.

Sub-Tasks Support

Break down complex tasks into manageable sub-tasks. Track individual components while maintaining the big picture.

Create Tasks From Anywhere

eBoard makes it easy to capture action items wherever they arise. Create tasks during meetings, while reviewing documents, or from your dashboard.

  • During Meetings: Add tasks directly from meeting pages, automatically linked to the meeting
  • From Dashboard: Quick task creation with all fields easily accessible
Create Meeting Click to view full image

Powerful Task Management Features

Everything you need to manage tasks effectively and ensure accountability

Inline Editing

Edit any task field directly without opening forms. Click on title, assignee, due date, priority, or status to update instantly.

Task Comments

Add comments to tasks for updates, questions, or discussions. Keep all task-related communication in one place.

Smart Reminders

Automated reminders notify assignees before due dates. Escalation reminders for overdue tasks ensure follow-through.

Task Visibility

Control who sees each task. Tasks are private to creators and assignees by default, ensuring confidentiality.

Task Categories

Organize tasks by type, department, or project. Custom categories help filter and find tasks quickly.

Meeting Integration

Tasks created in meetings are automatically linked. View all meeting-related tasks in one place.

Advanced Filtering

Filter tasks by assignee, status, priority, due date, or meeting. Find exactly what you need instantly.

Export & Reports

Export task lists to Excel or PDF. Generate task reports for board reviews and performance tracking.

Create Meeting Click to view full image

Break Down Complex Tasks

Large projects need to be broken into smaller, manageable pieces. eBoard's sub-task feature lets you organize work hierarchically while tracking overall progress.

  • Unlimited Nesting: Create sub-tasks under any task, with full functionality for each
  • Individual Tracking: Each sub-task has its own assignee, due date, priority, and status
  • Progress Rollup: Parent task status reflects completion of all sub-tasks
  • Easy Navigation: Expand/collapse sub-tasks for clean overview or detailed view
  • Same Features: Sub-tasks have all the same capabilities as parent tasks

Why Choose eBoard Task Management

Experience the advantages of comprehensive, intelligent task tracking

Nothing Falls Through Cracks

Automated reminders, visual indicators, and clear accountability ensure every action item is tracked from creation to completion.

Save Time on Follow-ups

Stop chasing people via email. Automated notifications and status tracking reduce administrative overhead by up to 60%.

Complete Accountability

Every task has clear owners and due dates. Full audit trail shows who did what and when for complete transparency.

Track Progress in Real-Time

Dashboard views show task completion rates, overdue items, and team workload at a glance. Make informed decisions faster.

Better Team Collaboration

Comments and meeting integration keep all task-related information in one place for seamless teamwork.

Performance Insights

Export reports to analyze task completion rates, identify bottlenecks, and improve board effectiveness over time.

Frequently Asked Questions

Everything you need to know about task management in eBoard

Yes! eBoard allows you to assign tasks to multiple individuals or entire committees. All assignees receive notifications and can collaborate on the task. You can also create sub-tasks with different assignees if you need individual accountability for specific components.

Sub-tasks allow you to break down complex tasks into smaller, manageable pieces. Each sub-task has its own assignee, due date, priority, and status. You can create unlimited levels of sub-tasks, and the parent task's progress automatically reflects the completion status of all sub-tasks.

Tasks are private by default and only visible to the task creator and assignees. This ensures confidentiality for sensitive action items. Tasks created within meetings are visible to all meeting participants. You have full control over task visibility and can adjust permissions as needed.

eBoard automatically highlights overdue tasks with visual indicators on your dashboard. You can filter tasks by status to see all overdue items at once. The system also sends escalation reminders for overdue tasks to ensure they receive attention. Export task reports to analyze completion rates and identify patterns.

Yes! You can export tasks to Excel or PDF format. This is useful for board reports, performance reviews, or offline reference. Use filters before exporting to create custom reports showing specific tasks by assignee, status, priority, or date range.

Explore Related Features

Discover other powerful features that work seamlessly with task management

Meeting Management

Create tasks directly from meetings, automatically linked to agendas and minutes for complete context and traceability.

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Document Repository

Attach relevant documents to tasks and access all files needed to complete action items in one central location.

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AI-Powered Intelligence

Get instant AI-generated summaries of meetings, automatically extract action items, and analyze discussion trends.

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