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Task Manager

Task Manager - Add/edit task

Shows you how to create a new task or edit an existing one

Updated 6 days ago

The screen for adding and editing tasks is basically the same. The info below is for adding a task, but the same applies for editing.

Follow the steps below to add or edit a new task:

  1. Navigate to the Task Manager via the navigation

  2. Access the add/edit screen

    1. ADD - Click the blue add button in the lower right

    2. EDIT - Click the action menu for a task when on the main task list screen

  3. The following screen will display

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  1. Fill in the required fields

    1. Task Name - Name of the task (required)

    2. Due Date - Date by when the task should be complete

    3. Task Type - If the task is associated with a committee or meeting/event you can select that here

      1. General - A task not associated with a committee or meeting/event

      2. Committee - A task associated with a specific committee

      3. Meeting/Event - A task associated with a specific meeting or event

    4. Description - The description for the task

    5. Assignee - Who is responsible for completing the task

    6. Attachments - Any attachments that will help the task get completed

    7. Task Reminder Reply-to - Who receives responses when reminder emails are replied to

    8. Subscribers - Members who receive notifications for status changes and reminders. The task creator is automatically subscribed

  2. Click the Add Task button

 

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