Tasks

1. Navigate to Tasks.
   • Alternatively, navigate to a grant opportunity or profile and click Add on the Tasks card.
2. Click + Task.
   
   
   
3. Enter the applicable Add Task information, and then click Add. In-system asterisks indicate required fields.
   • Type - Select the option that best categorizes the task.
     • Options include Report, Meeting, Mail, General, Email, Deadline, and Call. 
   • Progress - Select the current status of the task.
     • Options include To Do, In Progress, and Completed.
   • Assignee - Select the user responsible for completing the task.
   • Label - A short summary of the task.
   • Due Date - Select the date by which the task should be completed.
   • Details - Enter any additional information related to the task.
   • Opportunities - Enter an opportunity name and select the opportunity from the drop-down list to relate it to the task. The task then displays when viewing the opportunity. 
   • Profiles - Enter a profile name and select the profile from the drop-down list to relate it to the task. The task then displays when viewing the profile. 
   • Files - Add related files by dragging and dropping them into the Add Files box, or click the Add Files box to select a file.
     
     
     

Manage an Individual Task

1. Navigate to Tasks.
   • Alternatively, navigate to a grant opportunity or profile that has a related task.
2. Click the task to expand the details.
   
   
   
3. Click one of the available options to take an action on the task. 
   • Click Edit to make edits to the task.
   • Click Clone to create a copy of the task that can be edited before adding.
   • Click Upload to add a file to the task.
   • Click Delete to delete the task from the system.
   • Click the calendar icon to download a calendar .ics file that can be used to add the task to an Outlook calendar.
     • Refer to Add and import calendars for detailed guidance.

View Tasks in Grid View

1. Navigate to Tasks and click Grid View.
   
   
   
2. Sort, search, and filter tasks using the items at the top of the grid to narrow down the tasks being displayed. 
   • By typing a value into any of the fields at the top of a column, the grid will be filtered to display tasks with that value. For example, entering the name of an assignee will filter the grid for all tasks assigned to that assignee. 
   • Clicking the header of a column will sort it into ascending or descending order.
   • Clicking the filter icon next to a field allows you add a filter to that column based on a qualifier (Contains, Equals, Does Not Contain, etc.) and a value. 
     

From this view, use the Copy, Edit, or Delete buttons in the actions column to create new tasks or manage existing ones.

Additional Information

• Click the three dots icon next to a task for quick access to the Edit, Clone, Archive, and Delete actions.
  
  
  
• Click Filters at the top of the page to enter criteria, such as a date range, to view a filtered list of tasks.
  
  
  
• Click Calendar at the top of the page to view tasks in a calendar format by due date.
  • Drag and drop a task to a different day on the calendar to automatically adjust the due date.
     
• At the top of the page, click My Tasks to view the tasks assigned to you, or All Tasks to view tasks for all assignees.
  
  
• At the bottom of the page, select the desired number of tasks to view per page, or select All to view all tasks.
  
  
  
• Clicking the status directly on the task will allow it to be changed without needing to edit the task.