Overview

Tasks are how compliance and governance work gets done in FutureFund Connect. At the state level, the Tasks page gives you one place to see the work that flows through your state, councils, districts, and units — and to review and approve submissions when it’s your turn.

Most tasks are created automatically by triggers. A trigger is a rule that decides what task gets created, who works on it, and how it moves from one person to the next. Because each trigger has its own setup, the path a task follows is whatever that trigger was set up to do. There is no single fixed path that every task must follow.

Task statuses

Every task has one of four statuses:

• Pending — the task has been created and is waiting to be worked on.
• In Review — the task has been submitted and is waiting for someone to approve or reject it.
• Rejected — the task was sent back. The person who submitted it can make changes and submit again.
• Approved — the task is complete. No further action is needed.

How to manage Tasks

1. Open Tasks from the state sidebar.
2. You’ll see the list of tasks. By default it shows the tasks that still need attention.
3. Use the status filter at the top of the list to switch between Pending, In Review, Rejected, Approved, or All Tasks.
4. Click any task to open it. The task page shows its details, who it’s assigned to, the steps in its workflow, and the comment history.
5. When a task is In Review and it’s your turn, open it and use the Approve or Reject buttons.
6. If you reject a task, add a comment explaining what needs to change. The person who submitted it will see your note and can fix it and resubmit.

How tasks move from one level to the next

When a task is submitted, it follows the route that its trigger was set up with. A route is an ordered list of steps, and each step points to a specific organization and person who needs to act before the task moves on.

This means routing is flexible:

• A task might be completed by a unit and reviewed only by the state.
• Another might pass through a council, then a district, then the state.
• Another might never leave the level where it started.

The exact steps depend entirely on how that trigger was configured. When you open a task, the workflow steps on the task page show you where it is right now and what comes next.

Creating a task by hand

Most tasks come from triggers, but you can also create one yourself when a trigger has been set up to allow it.

1. On the Tasks page, click Create Task.
2. Choose from the available options and follow the prompts.

If you don’t see a way to create a task, it means no manual triggers are available for your organization right now.

Tips

• Check the In Review filter regularly. Those are the tasks waiting on you, and a delay at the state level can hold up everyone downstream.
• When rejecting, always leave a clear comment. A short, kind explanation helps volunteers fix the issue quickly the first time.
• Triggers control which tasks get created and how they’re routed. To change a schedule or routing, you’ll work with triggers rather than the Tasks page. See the [Triggers](129) article to learn more.