This article will show you how to use the Tasks tool to assign a task to a user and how to update and delete existing tasks. A task is an objective assigned to a user within an item for them to complete.
Assign or Update a Task from the Item Tasks Page
Sign in to your solution if you have not already
Navigate to the Meetings module:
Select the desired agenda:
Select the desired item:
Navigate to the View menu, then select the Item Tasks option:
Select a pre-existing task to make changes to a task that has already been assigned, or click the Add Task button to create a new task:
Fill in the information fields:
Status: Select or update 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 or update 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 or update the user that the task will be assigned to
Note:
Tasks cannot be assigned to multiple users.
Target Date (required): Select or update the tentative deadline for users to complete tasks by
Notify: Select or update the users you wish to notify about task assignments and progress
Note:
Notifications will be sent automatically to each user's email address.
Title (required): Enter or update the title of the task
Description (required): Enter or update the 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.
Click the Add Task button if you are creating a new task or the Save Task button (not depicted) if you are editing an existing task:
Your task will now appear in the Item Tasks list:
Assign a Task from the Minutes Summary Page
Sign in to your solution if you have not already
Navigate to the Meetings module:
Select the desired agenda:
Click Go To Minutes:
Navigate to the View menu, then select Minutes Summary from the dropdown list:
Select the desired item:
Click the + Task button to create a new task for the item:
Fill in the 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.
Click the Add Task button:
Your task will now appear in the Item Tasks list:
Delete a Task
Sign in to your solution if you have not already
Navigate to the Meetings module:
Select the desired agenda:
Select the desired item:
Navigate to the View menu and choose the Item Tasks option:
Select the task you wish to delete:
Click the Delete Task button:
Click the Delete Item Task button on the Delete Item Task pop-up that appears to confirm the deletion:
The task has been deleted