How do I access tasks?
You can access tasks from the Main Menu.
To open a task section:
Select one of the following from the Main Menu:
Voting
Surveys
Evaluations
Each section displays items that are awaiting your response.
How do I respond to a vote?
To complete a vote:
Select Voting from the Main Menu.
Locate the vote under Pending Votes.
Click the vote to open it.
Review the voting question.
Select your response:
Yes
No
Abstain (if available)
If supporting documents are available, review them using the Related Documents drop down at the top right.
Click Submit.
Once submitted, the vote will move from Pending Votes to Completed Votes.
How do I respond to a survey?
To complete a survey:
Select Surveys from the Main Menu.
Locate the survey under Pending Surveys.
Click the survey to open it.
Review each question and provide your responses.
Click Submit when finished.
Once submitted, the survey will move from Pending Surveys to Completed Surveys.
How do I know if a survey has been completed?
The Surveys page separates surveys into two sections:
Pending Surveys – Surveys that still require your response.
Completed Surveys – Surveys that have already been submitted.
After submitting a survey, it will appear under Completed Surveys.
How do I respond to an evaluation?
To complete an evaluation:
Select Evaluations from the Main Menu.
Locate the evaluation under Pending Evaluations.
Click the evaluation to open it.
Review each question and provide your responses.
Click Next or Previous to move between questions.
Review any supporting documentation.
Click Submit when finished.
Once submitted, the evaluation will move from Pending Evaluations to Completed Evaluations.
How do I know if an evaluation has been completed?
The Evaluations page separates evaluations into two sections:
Pending Evaluations – Evaluations that still require your response.
Completed Evaluations – Evaluations that have already been submitted.
After submitting an evaluation, it will appear under Completed Evaluations.
Can I partially complete a task?
Yes.
If you begin working on a vote, survey, or evaluation but do not submit it, BoardWorks will automatically save your progress.
To leave a task without submitting it:
Complete as much of the task as desired.
Select Close or navigate away from the task.
BoardWorks will save your responses and mark the task as In Progress.
The next time you access the task, you can continue where you left off and submit your final responses when ready.
This behavior applies to:
Votes
Surveys
Evaluations
Note: A task is not considered complete until Submit has been selected.
What you can do next
After completing tasks, you can:
Return to Meetings & Events
Continue reviewing meeting materials
Complete any remaining pending tasks
Access Reference Documents