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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Tasks

Assign a Task

To assign a task automatically, a SPoC can set up a process. You can also assign a task manually.
  1. Create a new task:
    1. From the Home Page, go to My Tasks > New.
    2. From any other page, go to the Action Menu > New Task.
    3. Inside a record, go to the Action Menu > New Task. This method gives the option to attach the task to the record you're in.
  2. Provide information about the task:
    1. Title: Enter the name of the task.
    2. Assign To: Select the individual user or user group. If you assign the task to a user group, select User Group or Compete When.
    3. Start Date: Enter the date the task should begin.
    4. Due Date: Enter the date the task must be completed.
  3. Click Save.

Reassign a Task

Move a task from one individual to another.

Note: Rejected tasks that are created and assigned because approval was rejected cannot be reassigned to another user (for example, REJECTED: Event Approval). See Resolve Rejected Tasks for more information.
  1. Go to Home Page > My Tasks tab.
  2. Open the task.
  3. Edit the Assigned To field to the new individual.
  4. Click Save.
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Last updated: May 7, 2024