• Tasks can notify people of a data change, seek approval for a data change, or request that someone take action.
• You can assign tasks automatically through a process or manually through the New Task feature.
• A record's task status indicator displays outstanding tasks in yellow rather than the usual green. Once you complete the task, the yellow indicator returns to green.
• There are three types of tasks:
  • Stand-alone tasks are those that are not related to a record or a workflow in MinistryPlatform. You can create a stand-alone task for yourself or for another person.
  • Record-related tasks are those that another person can create but are related to a record in the database. Associating a task with a record keeps the information linked together in one place, saving everyone time and effort.
  • Workflow-generated tasks cannot be created by people. When workflows are made in MinistryPlatform, certain tasks are added in a specific order. When the workflow process starts, the first task is automatically sent to the assigned person. When that person marks the task complete, the workflow knows to send the next task to the next assigned person automatically. Therefore, you can only manage workflow-generated tasks, not create them.
• People can see their tasks on the My Tasks tab of the Home page.
  • When there are no overdue Tasks, you can see the total number of outstanding Tasks,represented by a blue badge, from any tab.
  • The number of overdue Tasks display in an orange badge, and the total number of Tasks no longer displays.
• You can use the task page views to see which tasks have been completed and which tasks have been assigned or created. With views on the My Tasks page, you can filter by both Complete/Hidden or Incomplete tasks as well as tasks Created by Me or Assigned to Me.
  Tip: Set a notification for the Complete/Hidden and Created by Me views to receive a notification when others have completed the tasks you assigned to them.

Access All Tasks

You can find all tasks under Communications > User Tasks. This page can help you do the following:

• Delete or update tasks that were mistakenly assigned to a person.
• Monitor or complete tasks for someone who is out of the office for an extended period of time.
  Note: Alternatively, SPoCs can impersonate the user and monitor and complete tasks from the impersonated record.