Assign a task (to yourself or other users)

This article is about assigning a tasks, covering both the topics of assigning to yourself and assigning to others. Learn more about creating new tasks here.


Overview

Assigning tasks to multiple admin users is a great feature for teams who are working together to stay connected with donors. On the other hand, if you need an organized list of to-do's or reminders, you can assign a task to yourself.

All created tasks can be found by going to Tools, then Tasks.


Assigning a task to yourself

Select the Add New button at the top of the left sidebar, and select Task

Fill out the details of the task. Learn more about task details here.

When you get to the For field, there will be a list of admin users to choose from. Select your name on the list, and you've successfully assigned that task to yourself.

assign_task_to_yourself.jpg


Assigning a task to others

Select the Add New button at the top of the left sidebar, and select Task

Fill out the details of the task. Learn more about task details here.

When you get to the For field, there will be a list of admin users to choose from. To select multiple users at the same time, it takes. a simple keystroke:

On a PC
Hold down the control (CTRL) key while you click on multiple users.

On a Mac
Hold down the command key while you click on multiple users.

assign_multiple_users.jpg


After you've successfully assigned the task and save it, the task will live on each admin's user. Once a task is completed by any of the admins assigned to it, all users will have the task removed from their queue as well.

 

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