Tasks are one of the types of activities that can be added to the Timeline on a member's record and when it comes to managing tasks, that's the Task Center comes in handy. Tasks are a unique activity type because they can be assigned to an admin with a due date and the admin can mark it complete when done - and the assignee receives email notifications about the assignment and due dates. Tasks also have a status like open, overdue, or complete for a quick review of tasks need attention.
Task Center Highlights:
Manage tasks for the entire team.
View a list of tasks by persons who have been assigned and see if they are overdue.
Create new tasks and edit or delete existing tasks.
Task notification emails are sent to assignee when assigned, when the due date is close, and if the task becomes overdue.
Less sticky notes all over your desk!
Before using the Task Center, tasks must be created:
Tasks can only be added by and assigned to users with Full Admin or Limited Admin access. Learn more about adding and editing user privileges.
For more information on how to create new tasks, check out this related article: Create a new activity or task.
Once tasks have been created, they will be listed in the Task Center where all admins can manage tasks for themselves and other admins. Keep reading to see all the ways you can use the Task Center to keep your team focused and efficient!
Manage Tasks in the Task Center
Found under the Members section on the backend, the Task Center is a centralized place to manage your team's member-related tasks, which are actionable items added to a member's record by an admin.
The Task Center link in the left sidebar menu under the Members tab will show a red number badge beside it with a count of open tasks that are assigned to you.
Task Center Functionality
Sections in the Task List
The list of tasks is split into 3 sections, based on the status of the tasks:
Overdue
Open
Completed
The default view in the Task Center will display Overdue and Open tasks that are assigned to you.
Overdue tasks show as red instead of blue. Note: If a task is due today, it won't show as overdue until midnight.
When marking a task as completed, it won't move to the Completed section of the list until you refresh the page.
Quick Filters
In the top left staging area, quickly filter the list by clicking on the My Tasks or Team Tasks icons:
Open Tasks (blue) - Open tasks, including overdue
Overdue Tasks (red) - Only tasks with an overdue status
Search
Use the Search box to find tasks by Subject or by the content in the Notes section of the task(s).
Filter
Use the filter drop-down to narrow the list of tasks by:
Assigned To - the default is All Team Tasks or choose a specific admin
Task Status - Any, Open, or Complete
Task Date - Enter a start (Date From) and/or end date (Date To)
Task Details Overview
The following information will be displayed on each task:
Subject
Notes
Admin Name
Member Name
Mark Complete (checkbox on left and button on right)
Edit Task (pencil)
Delete Task (trash can)
CSV Export & Gear Icon
Use the Excel icon to export the list as a CSV file
Use the gear icon to change the number of tasks displayed (up to 300 at a time)
Create New Task
New Task button
Plus icon (+)
Email Reminders
Admins assigned to tasks will receive an email reminder:
1 day before a task is due
When a task is 1 week overdue
Every Monday up to 28 days overdue
Until the task is complete or more than a month overdue.
Task reminder emails will appear similar to the example below:
