This article is about assigning a tasks, covering both the topics of assigning to yourself and assigning to others.
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 clicking Tasks at the top right of your page.
Linked Articles:
- Associate Tasks With A Contact
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.
When a user is assigned a task and a due date is given they will be notified via email on every even-numbered day, starting 30 days out. For example, they will get an email 30 days out, 28 days out, 26 days out, etc. counting down until the due date.
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.
Reminders for a task are sent every other day, starting 30 days prior to the due date, and a final one two days after the due date. Reminders will stop at any time if the task is completed. Reminders are always sent on even days remaining until due - ie, 30 days before, 28, 26, etc.
After you've created and assigned the task to the admin user(s), the task will be associated with each corresponding admins user. You can also view a list of all outstanding tasks (for all of your organization's admin users) by clicking on the Tasks icon in the top right corner of your Kindful account.
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.
Of Note: If you assign a task to an Admin user and then that Admin user is deleted from your Kindful account, the task will remain, but the "For:" field is unselected. When you attempt to edit the task, you will be required to give it a new assignee.
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