Overview

Tasks are the backbone of compliance and governance in FutureFund Connect. At the state level, you can create triggers that automatically generate tasks on a recurring schedule, assign them to units, councils, and districts, and monitor completion across the entire hierarchy. This ensures that critical deadlines — such as financial report submissions, insurance filings, and tax documents — are never missed.

The task system supports multi-level approval workflows, so submissions from units can route up through councils, districts, and ultimately to the state for review and approval.

How to Manage Tasks

1. Navigate to Tasks from the state-level sidebar.
2. You’ll see a dashboard showing all active tasks across the state, organized by status (pending, submitted, approved, etc.).
3. Click on any task to view its details, including the submitting entity, attached documents, and approval history.
4. To approve or reject a submitted task, open it and use the approval controls. You can add comments explaining your decision.
5. Use filters to narrow the task list by term, status, entity level, or document template.
6. Monitor overall completion rates to identify entities that are falling behind on required submissions.

Additional Features

• Trigger-based task generation: Triggers created in Setup automatically generate tasks on monthly, quarterly, or annual schedules — no manual task creation needed
• Multi-level assignment: Triggers can generate tasks for units, councils, and districts simultaneously
• Approval workflows: Tasks route through the hierarchy — a unit submits, then the council reviews, then the district, and finally the state can approve
• Task routing: Submissions flow upward from units through council and district to state, ensuring each level can review before final approval
• Completion monitoring: Track which entities have completed their tasks and which are overdue at a glance
• Withdraw and resubmit: If a submission needs corrections, it can be sent back for revision

Tips

• Check the Tasks dashboard regularly to stay on top of pending approvals — delays at the state level can bottleneck the entire approval chain.
• Use filters to focus on overdue tasks first, so you can follow up with entities that need reminders.
• Combine Tasks with the Messaging feature to send reminders to entities with outstanding submissions.
• Tasks and triggers are configured in Setup — if you need to create or modify a trigger schedule, head there first.