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Add Tasks in the Task Management Module

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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 field.

 

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.