Add a Task Screen

Event

For a multi-level event, you can add tasks for the event or a sub-event. Select the event for which to add the task.

Name

Enter a unique name or description to identify the task.

If you configure a reminder for the task, this appears as the subject line of the email alert.

Comment

Enter instructions, comments, or explanations for the task.

Owner

Select the coordinator to which to assign the task, or search for and select the staff member or constituent group to perform the task.

Date due

For an active task, select the date by which the owner must complete the task.

Status

When you edit the task, this field appears. Select whether the task is active or completed.

Date completed

For a completed task, select the date the owner completes the task.

Reminders

To set up email alerts to remind the owner to complete the task, enter the name and date for each alert. When you edit the task, the grid displays whether a reminder has been sent.

To send an email alert as a reminder, your organization must first configure a task reminder email alert from Administration.