On the Task List in Onboard, you can create one-off tasks for a new hire, colleague, or yourself, and see a rundown of open tasks.
To access the list, just click Tasks in the left sidebar.
To switch views, click an option on the left:
My Tasks: Tasks assigned to you
Assigned Out: Tasks you’ve assigned to other people
Upcoming: Tasks due in the next [period of time]
Completed: Tasks that have been completed
Archived: Tasks that have been archived
How to complete a task
You can complete tasks that have been assigned to you on your Tasks page.
Click Tasks in the left sidebar.
Click a task to view details, add comments, or complete the task.
The steps needed to complete a task will depend on the type of task.
Type | Steps |
General | Review or respond as described in the task. Click the checkmark or Mark Complete. |
Request Attachment | Upload the required file and click Mark Complete. |
Request Message | Enter the information requested and click Send and Mark Complete. |
Prepare Signature Request | Assign signer roles and due date for the signature process and click Send Signature. |
Schedule Meeting | Add meeting details and participants and click Send Meeting. |
Meeting | Download the event attachment and click Mark Complete. |
Request Signature | Follow the steps to add your signature and click Save. |