Tasks Properties
| Screen Item | Description |
|---|---|
| Name |
Name of the task. The name appears in the Name column on the Tasks tab. |
| Description | Describes the task. It appears in the Description column of the Tasks tab. |
| Image | Name and icon associated with the task. For information about how to select images, see the "Select Images" section of the Options chapter in the Blackbaud CRM Page Design Guide. |
| SmallImage |
Smaller image (if any) associated with the task. Where applicable (such as on the task toolbar drop‐down menus), the system uses the small image if present. If no small image is present, the system defaults to the selected image. The small image allows the system to tune smaller images for a better display, rather than scale the larger image. |
| Folder | Name of the folder, if any, where the task is stored in the functional area. For example, there may be a number of Administration tasks that only your IT manager uses. With this field, you can create an "IT Manager" folder and assign the selected tasks to it in the Administration functional area. After a task is assigned to a folder, it no longer appears as a standalone task on the Functional Area page. |
| FolderImage | Image (if any) associated with the folder. |
| TaskGroup |
Name of the task group where the task is included (if any). For example, in the Major Giving functional area, the Fundraiser task group and Prospect task group each address a specific area in Major Giving. Within these groups are a series of tasks, such as add a fundraiser, search for a fundraiser, etc. |
| TaskGroupImage | Image (if any) associated with the task group. |
| Sequence |
Where to display the task in the list of tasks included on the tab. For example, to display the task at the top of the list, enter "0." The sequence number does not have to be unique. If the same sequence number is used for multiple tasks, the program displays them alphabetically by name. |
| FunctionalArea | Functional area to assign the task to. For information about functional areas, see "Functional Area Management" section of the Shell Design chapter in the Blackbaud CRM Page Design Guide. |
| HelpKey | The location and file name of the document that contains help information related to the task. Users can click the help icon on the page to access the help document. If you store the file in the program's standard help directory, drive:\ Infinitively, you do not have to enter the location information, just the file name. |
| ResourceFile | Identifies the resource file that contains the strings required for localization. The default culture is US; to localize for a different culture, select the resource file containing the localized strings you want extracted from the file. |
| NameResourceKey | Appears if you add a ResourceFile. Identifies the resource key that contains the localized functional area name. |
| DescriptionResourceKey | Appears if you add a ResourceFile. Identifies the resource file that contains the localized functional area description. |
| TaskGroupResourceKey | Identifies the resource file that contains the localized TaskGroup name. |
| DisplayAsAction | Indicates whether to display the task as an action. |
| Append Separator | Appears if you select "True" for DisplayAsAction. Adds a line separator between actions. |
| Visible | Visibility status of the task: True = visible; False = not visible. |
| ActionType | The type of action to execute when a users clicks the action link/button. The fields available on the properties screen change based on the ActionType selected. For a detailed explanation of the various ActionTypes, see the "Define Action Types" section of the Options chapter in the Blackbaud CRM Page Design Guide. |