Assigning Task to a Beneficiary

Similar to assigning tasks to an account, individual tasks can be created and allocated to various beneficiaries under a particular sponsorship. To get a familiarity with tasks, refer to the Tasks Documentation.

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.

tip

• You can search for an account that created the sponsorship, open up the Sponsorships page, click the down arrow on the selected sponsorship and click Create New Task.

• You can also search for a sponsorship, click the sponsorship reference to view any sponsorship, click the down arrow and then Create New Task.

2. On the New Task pop-up screen, specify the following input parameters and click OK.

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 the administrator, a specific account or sponsorship or accessible to everyone (My teams).
Related Link	This will be prepopulated to the sponsorship automatically for whom you are creating a task.
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.