Overview

Tasks allow you to create, assign, and track action items across your district or council and all of its child units. At the district or council level, you have all the same task capabilities available to units, plus the ability to push tasks down to units and monitor their completion across the entire hierarchy.

This makes Tasks the primary tool for managing compliance workflows, collecting required submissions, and ensuring every unit stays on track with deadlines.

How to Create and Assign Tasks

1. Navigate to your district or council dashboard.
2. Click Tasks in the sidebar navigation.
3. Click New Task to create a task.
4. Fill in the task details: title, description, due date, and any attachments.
5. To assign the task to units within your district or council, select the target entities during creation.
6. Click Save to create and distribute the task.
7. Units will be notified and can view the task from their own dashboard.

Additional Features

• Approval workflows — when a unit submits a task, it routes to the council or district level for review. You can approve or reject the submission with comments.
• Monitor completion — view task status across all child entities from a single screen to see which units have completed, submitted, or not yet started.
• Due dates — set deadlines to keep units accountable. Overdue tasks are clearly flagged.
• Comments — add comments to tasks for ongoing communication with unit leaders.
• Attachments — attach files to tasks or require units to upload files as part of their submission.
• Watch functionality — watch a task to receive notifications when its status changes or new comments are added.
• Submit and withdraw — units can submit tasks for review and withdraw submissions if corrections are needed before approval.

Tips

• Use tasks to manage recurring compliance requirements like financial reports or insurance filings. Create them at the start of each term with clear due dates.
• Check the task completion overview regularly to identify units that are falling behind and reach out proactively.
• Add detailed descriptions and attach reference documents to tasks so units understand exactly what is expected.
• When rejecting a submission, always include a comment explaining what needs to be corrected so the unit can resubmit quickly.