The Task Lists feature enables you to create a response plan before a critical event strikes, deliver the plan to stakeholders or a crisis management team when the critical event begins, and monitor the response plan as employees complete each step. You can create Task List Templates to make planning your emergency response easier and speed up your crisis response time. This article will explain how to add, modify, and delete Task List Templates in the {{variable.Mass Notification}} system web application.

Create a Task List Template

Sign in to the system if you have not already
Navigate to Incident Management, then select Task Lists
Click the Manage tab
Note:
You must have the Manage task lists permission to access this section to create, modify, and delete Task List Templates.
Click the green, circular plus-sign icon
Fill in the Template information fields
- Task List Title: Enter a title for the task list
- Task List Subtitle (optional): Enter a subtitle for the task list if desired
- Folder: Enter a name for the Task List folder that this template will be saved in
- Created On: This field will auto-fill with the date the template was created after it has been submitted
Fill in the (optional) Incident fields to associate the Task List Template with a Named Incident, if desired
- Incident Priority: Select the appropriate radio button to indicate if the incident is an emergency or related to operations
- Incident: Select a named incident from the drop-down list that you would like to associate the new template with
Click the Add Task button to add a task to the template
Note:
At least one task must be created before a Task List Template can be saved.
Fill in the Tasks fields
- Task Title: Enter a title for the task
- Task Detail (optional): Enter details that explain the task
Notes:
- The Task Title field is limited to 80 characters, and the Task Detail field is limited to 4,000 characters.
- The Task Detail field is optional but recommended and can provide more information to assignees.
Repeat Steps 7 and 8 as many times as necessary to add additional tasks if needed
To reorder tasks, click and hold the drag handle (two horizontal lines icon) to the left of a task's name, and then move the task to the desired location
To delete a task, click the white Delete button in the bottom-right corner of its task creation card
Add Groups to the Task List Template, if desired
1. Click the Select Groups button to add groups to the template
2. Check the checkboxes to the left of the names of any groups you wish to add to the Task List Template
  Notes:
  - Enter the name of a group in the Search Groups search box to quickly locate the group.
  - Click the Previous Page and Next Page arrow buttons to view groups that do not appear on the current page.
3. Click the Save button to add the selected group(s) to the Task List Template
4. On the Create Template screen, check the permissions checkboxes to the right of each group's name to indicate their appropriate Task List permissions
  - Manager: Group members can view and edit the template
  - Activator: Group members can activate the template and monitor the completion of activated task lists
  - Assignee: Group members can complete, skip, or comment on tasks
  - Watcher: Group members can monitor task completion and view individual tasks' status and comments
5. Click the trash can icon to the right of the permissions checkboxes for a group to remove it if needed
Add Users to the Task List Template, if desired
1. Click the Select Users button to add users to the template
  Note:
  The template creator is automatically added to the Users list during creation. Their permissions can be adjusted if needed.
2. Check the checkboxes to the left of the names of any users you wish to add to the template
  Notes:
  - Enter the name of a user in the Search Users search box to quickly locate the user.
  - Click the Previous Page and Next Page arrow buttons to view users that do not appear on the current page.
3. Click the Save button to add the selected user(s) to the Task List Template
On the Create Template screen, check the permissions checkboxes to the right of each user's name to indicate their appropriate Task List permissions
- Manager: The user can view and edit the template
- Activator: The user can activate the template and monitor the completion of activated task lists
- Assignee: The user can complete, skip, or comment on tasks
- Watcher: The user can monitor task completion and view individual tasks' status and comments
Click the trash can icon to the right of the permissions checkboxes for a user to remove them if needed
Note:
The current user must be the manager and cannot be removed from the task list.
Click the Submit button to save all changes
The Task List Template has been created

Edit a Task List Template

Sign in to the system if you have not already
Navigate to Incident Management, then select Task Lists
Click the Manage tab
Select the desired template
Edit the Template information fields as desired
- Task List Title: Title of the task list
- Task List Subtitle (optional): Subtitle of the task list
- Folder: The name of the Task List folder this template is saved in
- Created On: This field auto-fills with the date the template was created and cannot be edited
Edit the (optional) Incident fields that associate this Task List Template with a Named Incident, if desired
- Incident Priority: Select the appropriate radio button to indicate if the incident is an emergency or related to operations
- Incident: Select the named incident associated with the task template, if necessary
Edit the Tasks list as necessary
1. Click the title of an existing task to expand and update it
  - Edit the Tasks fields as necessary
    - Task Title: Enter a title for the task
    - Task Detail (optional): Enter details that explain the task
      Notes:
      The Task Title field is limited to 80 characters, and the Task Detail field is limited to 4,000 characters.
      The Task Detail field is optional but recommended and can provide more information to assignees.
2. Click the Add Task button to add a new task to the template
  - Fill in the Tasks fields
    - Task Title: Enter a title for the task
    - Task Detail (optional): Enter details that explain the task
3. To reorder tasks, click and hold the drag handle (two horizontal lines icon) to the left of a task's name, and then move the task to the desired location
4. To delete a task, click the white Delete button in the bottom-right corner of its task creation card
  Note:
  Task List Templates must have at least one task to be saved.
Edit the Groups for this Task List Template, if desired
1. Click the trash can icon to the right of the permissions checkboxes for a group to remove it if needed
2. Click the Select Groups button to add groups to the template
  1. Check or uncheck the checkboxes next to group names to indicate the groups that will be associated with this Task List Template
    Notes:
    - Enter the name of a group in the Search Groups search box to quickly locate the group.
    - Click the Previous Page and Next Page arrow buttons to view groups that do not appear on the current page.
  2. Click the Save button to add the selected group(s) to the Task List Template
3. On the Create Template screen, check or uncheck the permissions checkboxes to the right of each group's name to indicate their appropriate Task List permissions
  - Manager: Group members can view and edit the template
  - Activator: Group members can activate the template and monitor the completion of activated task lists
  - Assignee: Group members can complete, skip, or comment on tasks
  - Watcher: Group members can monitor task completion and view individual tasks' status and comments
Edit the Users for this Task List Template, if desired
1. Click the trash can icon to the right of the permissions checkboxes for a user to remove them, if needed
2. Click the Select Users button to add a user to the template
3. Check or uncheck the checkboxes next to user names to indicate the users who will be associated with this Task List Template
  Notes:
  - Enter the name of a user in the Search Users search box to quickly locate the user.
  - Click the Previous Page and Next Page arrow buttons to view users that do not appear on the current page.
4. Click the Save button to add the desired user(s) for this Task List Template
5. On the Create Template screen, check or uncheck the permissions checkboxes to the right of each user's name to indicate their appropriate Task List permissions
  - Manager: The user can view and edit the template
  - Activator: The user can activate the template and monitor the completion of activated task lists
  - Assignee: The user can complete, skip, or comment on tasks
  - Watcher: The user can monitor task completion and view individual tasks' status and comments
Click the Update button to save all changes to the Task List Template
Note:
If changes were made in error, click the Cancel button to reset the template to its original state.
The Task List Template has been updated

Delete a Task List Template

Sign in to the system if you have not already
Navigate to Incident Management, then select Task Lists
Click the Manage tab
Locate the desired template
Click the three-dots icon to the right of the task list title and description to open the Actions menu
Click the Delete option to delete the template
Click the Confirm button on the Confirm deletion pop-up to confirm the deletion of the template
The Task List Template has been deleted

Create a Named Incident

Instructions