Functional Area Management

The Functional areas tab in Shell Design displays all existing functional areas in the program. From this tab, you can Add, Edit, Delete, and View XML for functional areas. After you create a functional area, you can assign tasks to the area from the Tasks tab.

Note: The Events, Prospects, and Membership areas are built as pages in Blackbaud CRM instead of functional areas. While you cannot assign tasks to pages, pages can have actions. Most tasks are available as actions, except for BrowseQueryResults and RunBusinessProcess. In addition, you can take advantage of the actions ActionGroup, ExecuteCustomSectionMethod, and InvokeSectionModelAction, which are not available as tasks. For more information about adding actions, see Actions.

For example, in the program, the System roles task, which manages system-level permissions, is assigned to the “Administration” FunctionalArea on the System roles properties screen accessed from the Tasks tab.

Therefore, the System roles task resides in the Administration functional area in the program.