Creating Tasks
Creating a task in Engage is a super quick process. Follow the steps defined below in detail.
1. On the Engage dashboard, click the checklist icon in the top right corner and click Create New Task or scroll down to the Tasks list and click New Task.
2. On the New Task pop-up screen, specify the following input parameters and click OK.
You can also create and assign a task to a specific account. Just search for an account and perform steps 1 and 2. Related Link input parameter will automatically prepopulate the task to that specific account.
| Parameters | Description |
|---|---|
| Task Description | A one liner description for the new task being made. |
| Set Due Date | The date by which the task should be completed. |
| Priority | The importance of the task as High or Low. High priority tasks when created have a red circular dot at the start of the task description. |
| Assign to | The assignment of the task. It can be for the administrator (Me), a specific account/sponsorship or accessible to everyone (My teams). |
| Related Link | The donor account or sponsorship etc. to whom the task will be related to. Specify the type by clicking the down arrow and search accordingly. |
| Add More Details | A button to add more details related to the task, if any. Also, any task file made externally can also be added with the Add File option within. |
Communicating with Others on a Task
While creating and editing a new task, different accounts can have a conversation on that task to ensure that the task is completed and not set late. To acquire such functionality, you can use the following methods.
1. Navigate to the Assign to input field and choose My teams or select any specific user whom you wish to converse with.
2. Open up a specific task and click the eye symbol on the top corner of the task screen. Select Add User option and make the visible to the users you add.
