How to create a task?

Tasks can be a great way to engage groups and users by assigning specific tasks.

Tasks can only consist of one set of options, and the users can respond by choosing one (and not more) of these options. 

Creating tasks:

  1. Go to Tasks.
  2. Click Create new Task button.
  3. Write the Tasks text.
  4. Select Read and understood or Yes or no as possible answers, or create your own Custom answers.
  5. Click Next button.
  6. Select the group to which you want to assign the Task, proceed to Send task button that is updated with number of selected users (e.g. Send task to 2 selected).
  7. Click the Send Task to <x> selected.
  8. After a while you are redirected back to Sent tasks your created Task is visible here.

Please note: Tasks is a paid feature. In order to make it possible to send and receive Tasks from groups and users, you need to contact your Key Account Manager in order to enable or disable this feature.

Who can send Tasks?

This depends on Role in Group. The main rule is that you can send Tasks one level down in the group hierarchy if you are a Group Admin. It is not possible to send Tasks to higher levels than the one you are a Group Admin of. In the lowest Level, everyone can send Tasks in the groups. 

Level_2 Group: Group Admin can send Tasks to this group. They can also send to Level 3 groups without being a member in that group. Group Members can not send Tasks to this group. 

Level_3 Group: Group Admin can send Tasks to this group. They can also send til Level 4 groups without being a member in that group. 

If your org only have 3 levels, a Group Admin i the Level_3 group will only be able to send Tasks to the group and not to individuals.

Level_4_Group: Group Admins and Group Members can send Tasks to this group - and also to individuals if this is the lowest level.

If there is a Level_5 group, it is not possible to send to individuals. Group Member is not able to send Tasks to individuals or Level_4 groups in this case. 

Level_5_Group: Group Admin and Group Members can send Tasks to this group - and also individuals. 

Custom Group: Every Group Admin and Group Member can send Tasks to this group.