BoardX helps organisations embed their onboarding packs for board members directly within our system. These onboarding tasks are automatically generated for newly onboarded board members, making the process seamless and efficient.
Types of Onboarding Tasks
Your organisation’s administrators can assign you three types of onboarding tasks:
Read-Only Tasks: Tasks where you simply need to review the provided content.
Sign Document Tasks: Tasks requiring you to sign a document to complete the process.
No-Action Tasks: Informational tasks that require no action on your part.
Locating Your Onboarding Tasks
Navigate to the Task Centre.
Click on Onboarding in the left-hand menu.
Completing Your Onboarding Tasks
In the Onboarding section, your assigned tasks will be displayed.
Select the task you wish to complete.
For Read-Only Tasks, review the content to mark it as complete.
For Sign Document Tasks, sign the document using the provided tools to complete the task.
For No-Action Tasks, simply acknowledge the information as needed.
Here is a video explainer of how to complete these types of tasks.