The Task Manager Module was created to help the club organize, prioritize, and track tasks efficiently and easily. The Task Manager will help clubs organize committees, manage meeting agendas, and plan events. It allows users to assign tasks to specific committee members, set deadlines for event preparations, and track progress on action items discussed in meetings. This streamlined approach helps teams stay coordinated, ensures tasks are completed on time, and makes event planning more efficient by centralizing all tasks and updates in one place.

Understanding Roles and Permissions for Task Management Module

The tasks and information a member can access depend on the Member Role permissions granted by your club's administrator.

Administrator Role

Members with the Administrator role have full access to task management features. They can:

• Add, edit, and delete tasks

• Assign tasks to members

• Change the status of tasks

Regular Members (non-Administrators)

Regular Members have limited access. They can:

• View their assigned tasks

• Change the status of tasks they are responsible for

For more information on changing member roles see the Member Roles and How to Grant Access Article.

Accessing the Task Manager

When logged into the MemberDay portal, click the "Task Manager" tab in the main menu. 

Main Task Manager Screen

The following shows the main Task Manager screen:

Tasks You Can Perform

1. Filter Tasks

Use the three drop-down menus at the top of the window to filter tasks by:

• Assignee: View tasks assigned to specific individuals.

• Type: View all tasks or filter by committee, meeting, or event.

• Status: Filter tasks by their current status (e.g., completed, in progress).

2. View Task Details

Click on a task name to view specific details about the task.

3. Perform Actions on Tasks

In the "Action" menu (three dots icon) on the far right of each task, you can:

• Edit a task: Select "Edit" to modify the task.

• Delete a task: Select "Delete" to remove the task.

• Archive a task: Select "Archive" to archive the task. To view archived tasks, click "Show archived" in the upper right.

4. Change Task Status

In the "Status" column, click the dropdown next to a task to choose a new status. Task statuses are color-coded for easy identification.

5. Add a New Task

Click the blue "+" button in the lower right corner to add a new task.

Task Filtering Options

Filter tasks by:

• Assignee

• Type - You can choose from the following three task types

  • General: A task not associated with a Committee or Meeting & Event

  • Committee: A task associated with a specific committee

  • Meeting/Event: A task associated with a specific meeting or event

• Status

Notifications of New Tasks or Changes to Tasks

Read about notifications here.

Accessing a Task From Committees or Meeting & Events Modules

A new task manager icon is available on the Committee and Meeting & Event detail screens, allowing easy access to manage tasks within those modules. When accessed from these screens, the Task Manager will open with tasks filtered to the specific committee or event. Only administrators with full access privileges can see this option.

My Tasks View

Members assigned tasks can view them by clicking the My Tasks button on the dashboard.