How do I access Tasks?
Tasks are available from the Tasks section of the BoardWorks iPhone app.
To access Tasks:
Tap Tasks from the navigation bar at the bottom of the screen.
Select either:
Pending to view outstanding tasks
Completed to view completed tasks
Tap a task to open it.
Tasks may include:
Signature Requests
Votes
Evaluations
Surveys
The Tasks screen displays:
Task name
Completion status
Progress information
Closing date
Tip: Complete tasks before the closing date to ensure your responses are submitted on time.
How do I complete a task?
Tasks are completed by opening the task and following the instructions provided.
To complete a task:
Open the Tasks section.
Select a task from the Pending list.
Review the task instructions and questions.
Enter your responses.
Tap Next to continue through the task.
Submit the task when all required responses have been entered.
Task progress is displayed as you move through the questions.
How do I complete an Evaluation?
An evaluation consists of one or more questions that require your response.
To complete an evaluation:
Open the evaluation from the Pending tasks list.
Answer each question.
Tap Next to move to the next question.
Tap Previous to review earlier responses.
Submit the evaluation when all questions have been completed.
Your progress is displayed at the bottom of the screen.
How do I participate in voting?
Voting tasks allow Directors to review a proposal and submit their vote directly within the BoardWorks iPhone app.
To participate in voting:
Tap Tasks from the navigation bar at the bottom of the screen.
Select the voting task from the Pending list.
Review the information provided.
Review supporting documents (if available)
Select your vote from the available voting options (Yes/No/Abstain)
Review your selection.
Submit your vote.
Once submitted, your vote is recorded and the task is marked as completed.
Note: Voting options may vary depending on the requirements of the vote.
Tip: Review all supporting materials before submitting your vote, as some votes may not be available for modification after submission.
How do I complete a survey?
Surveys allow your organization to collect feedback and responses from Directors through the BoardWorks iPhone app.
To complete a survey:
Tap Tasks from the navigation bar at the bottom of the screen.
Select the survey from the Pending list.
Review each question and provide your response.
Tap Next to move through the survey.
Review your responses.
Submit the survey when you have completed all required questions.
Your progress is displayed as you move through the survey.
Note: Some survey questions may require a response before you can proceed.
Tip: Complete surveys before the closing date to ensure your feedback is received.
What can I do next?
After completing tasks, you can:
Participate in voting activities
Complete surveys and evaluations
Review completed tasks
Sign documents and resolutions
Access meeting materials and Board Books
Review supporting documents and reference materials
For more information, see:
Working with Meetings on iPhone
Using the Board Book on iPhone
Accessing Reference Documents on iPhone
Signing Documents on iPhone