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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Assign Tasks

  • Updated:

This article will show you how to use the Tasks tool to assign a specific task to a user. A task is an objective assigned within an item for a user to complete.

 

 

Instructions

  1. Sign in to your solution if you have not already
  2. Navigate to the Meetings module
    The Meetings module option in the Agenda and Meeting Management left-hand navigation menu.
  3. Select the desired agenda
    An agenda tile on the meetings screen.
  4. Select the desired item
    An example agenda item.
  5. Click the View menu and choose the Item Tasks option
    The View dropdown menu with the Item Tasks option highlighted.
  6. Select a pre-existing task or click the Add Task button to create a new task
    An example pre-existing task and a white, rectangular Add Task button on the Item Tasks page.
  7. Fill in the information fields
    The New Task 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
  8. Click the Add Task button
    A green, rectangular Add Task button in the bottom-right corner of the New Task window.
  9. Your task will now appear in the Item Tasks view
    The example new task in the Item Tasks view.

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