Task Management

The Tasks tab in Shell Design displays all existing tasks in the program. From this tab, you can Add, Edit, Delete, and View XML. You can also assign permissions to a task and test the task. When you create a task, you can assign it to a functional area. Users then access the new task through the assigned functional area.

For example, in the program, the “Add a pledge” task is assigned to the “Revenue” FunctionalArea on the Add a pledge properties screen accessed from the Tasks tab.

Therefore, the Add a pledge task resides in the Revenue functional area in the program.