Assign Tasks

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This article will show you how to use the Tasks tool to assign a specific task to a user. A task is an objective assigned within an item for a user to complete.

Instructions

  1. Sign in to your solution if you have not already

  2. Navigate to the Meetings module:The Meetings module option in the Agenda and Meeting Management left-hand navigation menu.

  3. Select the desired agenda:An agenda tile on the meetings screen.

  4. Select the desired item:An example agenda item.

  5. Click the View menu and choose the Item Tasks option:The View dropdown menu with the Item Tasks option highlighted.

  6. Select a pre-existing task or click the Add Task button to create a new task:An example pre-existing task and a white, rectangular Add Task button on the Item Tasks page.

  7. Fill in the information fields:The New Task information fields.

    • Status: Select the current completion status of the task

      • New: A task that has not yet started

      • In Progress: A task that has started but is not yet finished

      • Completed: A task that is finished

    • Priority: Select the current priority level of the task

      • High: A high-importance task

      • Medium: A medium-importance task

      • Low: A low-importance task

    • Assigned To (required): Select a user to assign the task to

      Note

      Tasks cannot be assigned to multiple users.

    • Target Date (required): Select a tentative deadline for users to complete tasks by

    • Notify: Select users to notify about task assignments and progress

      Note

      Notifications will be sent automatically to each user's email address.

    • Title (required): Enter the title of the task

    • Description (required): Enter a brief description of the task

      Note

      You can use the paragraph formatting and text formatting tools to format the display of the task, as desired.

  8. Click the Add Task button:A green, rectangular Add Task button in the bottom-right corner of the New Task window.

  9. Your task will now appear in the Item Tasks view:The example new task in the Item Tasks view.