Tasks are single entry items that need to be completed by a member of your team. The task manager is helpful for team members to stay organized and on track. Once a team member has
been added in Argenta, a task can be created and assigned to them. Team members are any of the following: Staff Members, Argenta Users, Board Members or Volunteers who are designated as team members.
To get started with the Task Management Module... from the Argenta Main Menu on the left side of the screen,
choose Workflow/Productivity > Tasks
Add A New Task
On the Tasks screen, click the "Add New" button. You'll be redirected to the Add A New Task page...
In the Assigned To field, click the "Lookup"
button to pop up a window allowing you to search and select constituents
designated as Staff Members. When you select the appropriate Staff Member, the
window will close and the field will display the ID for the Staff Member you
have selected. You will also see the name of the selected Staff Member so you
can make sure you've selected the correct Staff Member. This is a required
Next, choose a Task Category
from the drop-down list. If you would like to assign a category not in the
list, click the “Add New” button and create a new Task Category in the popup window. The category will now be chosen
in the Task Category drop-down list.
Next, enter the title of
the task in the Task Title field. You
have a maximum of 140 characters. This is a required field.
If needed, you can fill
out a Description of the task in
their respective fields. This is an open field, you can add as much text as
necessary. It is not a required field.
If this task is for a
certain department or division, you can choose it in the Department/Division drop-down list. If the desired department is
not in the list, you can create it by clicking the “Add New” button and
creating it in the popup window. The department will now be chosen in the Department/Division drop-down list.
If the task needs to be
designated as for a certain District
or Precinct, choose these in the
corresponding drop-down lists.
Select the status and urgency
of the task from the Current Status and Priority drop-down lists. Enter the
date the task was submitted by clicking the calendar icon beside the Date Submitted field. Date submitted and Current Status are required fields.
Select the Due Date of the task by clicking the calendar icon
beside the Due Date field. This is a
required field. If the task has been completed, you can also fill out the Completion Date field.
Additionally, enter the number of work hours projected to complete
this task in the Work Hours field.
This is a required field.
If you like, you can also fill out the requestor’s first name,
last name, email address, and phone number in their respective fields at the
bottom of the window. These are not required fields.
You can also attach a
picture or document to the task by clicking the “Choose file” button.
After reviewing the information entered, click the "Add This
Task" button to close the window. Your task will be displayed in the
Volunteer Task List, which is organized by the “submitted” date.