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Tasks FAQ

Answers to some questions we see frequently about tasks in MinistryPlatform.

Q1: Someone is trying to access a task that's assigned to them, but the following error message comes up when they click Record Preview. What's going wrong?
User is not authorized to access page data.

This error indicates that the person doesn't have rights to see the page that the task is attached to. To fix this, a SPoC should adjust the person's security roles so that they have access to the page the task is associated with.

Q2: The Complete Response Follow-Up field says "Default Contact". How can I change that?

This task is likely created by a process. To fix this, a SPoC should open the relevant Process record, go to the applicable process step and then edit the task owner to be the person who oversees this step of the process.

Q3: When a process creates a task, the task says "A record has been submitted which is waiting on you to perform an action. Please complete the task as described and use the workflow dialog to indicate either that it is complete or cannot be performed." Can I change that text?

No, you can't edit that text because it is automatically added to the task based on the selected type of process step. Editable task instructions are available in the Instruction field of a process step setup and display after the default text.

Q4: When I add something to a record's tab, the item I added has a green task status indicator. But the task status indicator on the record's main page is yellow. What's going on?

When adding information to a tab, there is no Submit button like when you create a new record on the main page. Because of this, the item added to a tab has a green task status indicator. But there could still be a task outstanding on the main record - like having to submit the record for approval or someone else having to approve it. A yellow task status indicator on the main record indicates this outstanding task.

Q5: What is the view "Incomplete: System Emails from Me" on my Home Page > My Tasks tab?

This view lists any tasks associated with system-generated messages to be sent from the current person. Generally, a process step created these messages. The person doesn't have to take action, as MinistryPlatform sends the messages and completes the tasks every five minutes.