Tasks
Left-hand Navigation: People » Search Result (click) » Communications » Tasks
This page allows you to search for or add tasks to an individual in Compass. A task may be added to follow up with an individual on their donation or reach out about their help with an event.
Search on the following fields:
- Status – Open/Closed
- Type – What category is the task
- Assigned To – Who is the task assigned to
- Opened On – When was the task opened
- Due On – When is the task due by
- Closed On – When the task was closed
Add
To create a task from this page, click on Add to the right of "Tasks List".
- Individual - Current profile
- Type - What type of task
- Assigned To - Who does it need to be assigned to
- Due On - When is it due
- Priority - 1-4 (High to Low)
- Description - What needs to be done
- Private - Restrict the access to specific individuals
A list of tasks assigned to you will be located in Compass > Work Queues > Tasks.