The tasks tab on the Tasks page allows organizations to manage their tasks.
Task lists can be used by administrators to track and prioritize their to-do-list.
Tasks Statuses can be updated on the Preference page, General tab.
Task List: Task list to which the task is assigned.
Title: Title of the task.
Status: Status of the task.
Priority: Numeric value between 1 and 99.
Dates: Due date and completed date.
Repeat: Make this task recurring.
Notes: Personal notes on the task.
Assigned Contacts: Participants assigned to the task.
Extras: Links connected to the task.
To view and make comments on a task, click the View Comments icon in the table. A popup window will show which display all past comments and allows you to add another comment. After saving a comment, available options are as follows:
Reply: reply to the comment.
Views: the people who have viewed the comment. This records view from both All-Star Rec Manager and in emails.
Tags: participants who are tagged to the comment.
Send Notification: sends an email notification to the owner and anyone tagged to the task.
Edit Comment: edit the comment.
Delete: delete the comment.
To add a file to a task, click the Add File icon from the Files column in the table. Select the file to add. PDF’s are the only file type that can be added.
To view a task file, click the file icon from the Files column in the table. The file will open in a separate window.
For an easy way to complete a task, check the box in the table of the task(s) you want to complete, and then click the Complete Task icon below the table. The task status will be marked “Complete” and the completed date will be marked as today’s date.