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Add Volunteer Tasks

Volunteer Tasks are jobs assigned to your volunteers. Once a volunteer has been added in Argenta a volunteer task can be created and assigned to them.

From the Argenta Main Menu on the left hand side of the screen, choose Volunteer Management > Volunteer Task Management.

On the Volunteer Tasks screen, click the "Add A New Task" button. That will bring up the Add A New Task Window.

 

 

In the Volunteer ID field, click the "Look Up" button to pop up a window allowing you to search and select constituents designated as Volunteers. If the Volunteer is not in the system, you can add them by clicking the "Add New" button. (for help see KB Article, KB65134 "Adding Volunteers") When you select the appropriate volunteer, the window will close and the Volunteer ID field will display the ID for the volunteer you have selected. You will also see the name of the selected volunteer so you can make sure you've selected the correct volunteer. This is a required field.

 

Next, select a start date and time for the task. Tasks can run for several hours or several days. To select the start date click the calendar icon, to select the start time click the time icon. Repeat to select the end date and time. The task will display in the Volunteer Task Calendar based on the selections you make. These are both required fields.

 

Next, designate a Volunteer Task Status Code. Tasks are either Open/Active or Closed/Complete. This is a required field.

 

Next, select a Volunteer Task Category. Argenta comes loaded with volunteer task categories you can use. If you want to add a new category you can do so right here on this screen by clicking the "Add New" button next to the Volunteer Task Category drop down list. This will pop up a window, allowing you to type your new category. After you type the category name, click the "Add This Category" button. The window will close and your new category will automatically be selected. This is a required field.

 

Next, if your volunteer task is associated to one of your clients, you can designate that client. Select the appropriate client from the drop down list. If the task is not associated to a client, just leave the default "No Associated Client".

 

Next, enter a title for the task. You have a maximum of 140 characters. Keep the title brief, this is what will display in the volunteer task list as well as on the volunteer task calendar.

This is a required field.

 

Next, enter a description for the task. This is an open field, you can add as much text as is necessary. Remember to include as many details as necessary. This is not a required field.

 

Click the "Add This Task" button to close the window. Your task will be displayed in descending order by start date in the Volunteer Task List.