Managing Tasks in the Work Queue

Tasks 

The Tasks tab in "Work Queue" has two subtabs: "Tasks" and "Recurring Tasks". The "Tasks" queue allows you to create/review tasks that you need to get done, once. The "Recurring Tasks" queue allows you to create/review those tasks that need to be worked on more than once. Both feature qualifiers, such as Priority, References, Assigned To, and Description.

Work Queues » Tasks

Add

1. Click "Add" in the top-right corner
2. Fill out these fields:
   1. Classification – Association/Chapter/Individual/University/Campaign/International
   2. Entity/Name - Choose who/what the task belongs on
   3. Type  - Choose the type of Task (See: Admin Task Types)
   4. Assigned To – Choose who the task will be assigned to
   5. Due On – When does the task need to be completed by
   6. Priority – Rank the priority of the task
   7. Description – What needs to be done
   8. Private – Can make the task only viewable by specific people
3. Create 

The task will now be listed in the "Work Queue". The individual will need to review the queue daily/weekly to work on tasks.  

Edit 

1. Click into the appropriate task
2. Click "Edit" in the top-right corner
3. Update fields and save! 

Close Task

1. Click "Close" in the top-right corner
2. A confirmation pop-up will warn, click submit and the task will be removed

Add Attachment to list 

1. Click on the Attachment in the right corner
2. Upload the Attachment and click submit 

View Individual 

1. Click on "View Individual" on the task
2. This will take you to a Record connected to the account.

Recurring Tasks 

Same information as above – Frequency is added to the add option.