Overview

Tasks are the primary way work gets done in FutureFund Connect. A task is a unit of work that needs to be completed, typically assigned to your PTA unit by a council, district, or state PTA. Each task includes a title, description, due date, status, and assignment information so everyone knows what needs to happen and when.

Tasks support comments and file attachments, making it easy to collaborate and keep all relevant information in one place. Whether you need to submit a financial report, upload insurance documents, or complete your annual bylaws, tasks guide you through the process from start to finish.

How to Create and Manage Tasks

1. Navigate to your unit’s Tasks page from the main menu.
2. Click New Task to create a task.
3. Fill in the task details: title, description, and due date.
4. Assign the task to a specific role (e.g., President, Treasurer). Anyone holding that role will receive the task.
5. Optionally assign multiple reviewers who will need to approve the completed task.
6. Click Create to save and assign the task.

To submit a completed task:

1. Open the task from your task list.
2. Complete any required workflow steps (filling out forms, uploading documents, etc.).
3. Add any comments or attachments as needed.
4. Click Submit to send the task for review.

To approve or reject a task (as a reviewer):

1. Open the task that is awaiting your review.
2. Review the submitted information, attachments, and comments.
3. Click Approve to accept the work, or Reject to return it to the originator with feedback.
4. If any reviewer rejects a task, it is returned to the originator for corrections.

Additional Features

• Triggers: Automated rules that generate tasks on a recurring schedule (monthly, quarterly, or annually). These are typically configured by your state, district, or council PTA to ensure compliance deadlines are met.
• Workflows: Guided step-by-step processes attached to tasks. Built-in workflows include:
  • Requesting a document
  • Generating bylaws
  • Submitting board members
  • Uploading membership lists
• Task Routing: Tasks can be routed across multiple levels (unit, council, district, state) for multi-level approval chains.
• Role-Based Assignment: Tasks are assigned to roles rather than individuals, so the right person always receives the task regardless of board turnover.
• Comments: Add comments to collaborate with reviewers and keep a record of discussions.
• File Attachments: Attach supporting documents directly to any task.
• Watch: Subscribe to a task to receive notifications when it is updated.

Tips

• Check your task list regularly — tasks with upcoming due dates will appear at the top.
• Use comments to ask questions or provide context before submitting, rather than submitting incomplete work.
• If a task is rejected, read the reviewer’s comments carefully before resubmitting.
• Watch tasks you care about even if they are not assigned to you, so you stay informed of progress.
• Triggers create tasks automatically, so make sure your board roles are filled to ensure the right people receive generated tasks.