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Multi-User Tasks: Admins / Group Owners / Group Admins
Multi-User Tasks: Admins / Group Owners / Group Admins

Account Administrators, Group Owners and Group Admins can assign tasks to multiple Groups.

Operations Team avatar
Written by Operations Team
Updated over a week ago


TABLE OF CONTENTS


There are several ways to assign a task to a group or multiple groups within your organization.

Administrators can:

  • Assign group tasks from the Task Manager

  • Assign group tasks within a specific group

  • Assign tasks to group(s) in a meeting

  • Assign tasks to groups from the minutes

Group Owners and Group Admins can:

  • Assign group tasks within a specific group

  • Assign tasks to group(s) in a meeting

  • Assign tasks to groups from the minutes

I. Administrators : Create A New Task and Assign Group Tasks from the Task Manager

  1. Select Tasks (located in the left navigation menu)

  2. Click "+ Add task"

  3. In the Create Task window enter in the task details

  4. Enter due date (optional)

  5. Click into the Assign to users and groups box, and when the drop-down opens select the groups and/or users to whom the task should be assigned

  6. Click "Save"

II Administrators : View Task Progress

Administrators can view the progress of the assigned group task by selecting the task from the list in the Incomplete Tasks section in the Task Manager.

III. Assign tasks within a specific group

Administrators, group owners and group admins can view and assign tasks within a specific group.

  1. Select Groups from the left navigation menu

  2. Click into the group to which the task will be assigned

  3. On the group page click Tasks & Polls from the top navigation menu

  4. In the Tasks section click the + in the upper right corner

  5. In the Create Task window enter in the task details and the due date (optional), the group and people will be automatically selected

  6. Click Save

  7. The group assigned task will be visible on the group page

IV. Viewing Tasks on the Group Page

Administrators, group owners and group admins can view all completed and uncompleted group tasks on the group’s page.

  1. To view tasks on the group page, select Groups from the left navigation menu

  2. Click into the desired group and select Tasks & Polls from the top navigation menu

  3. The group’s assigned tasks may be viewed in the Tasks section

V. Assign tasks to groups in a meeting

Administrators, group owners and group admins can view and assign tasks to groups in a meeting.

  1. Click Meetings from the left navigation menu, and select the desired meeting

  2. Select Tasks & Polls in the top navigation menu

  3. In the Tasks section click the + in the upper right corner

  4. In the Create Task window enter the task details and the due date (optional), the group(s) and people associated with the meeting will already be selected although more may be added if desired

  5. Click Save

  6. The task will now be visible on the meeting page

VI. Assign tasks to groups(s) from minutes

Administrators, group owners and group admins can assign tasks to groups from the minutes.

  1. From the meeting page click Minutes in the upper right. NOTE: if the minutes have already been started the button may read Edit Minutes

  2. If the minutes have not yet been started, in the next window select either Start From Scratch or Start From the Agenda. NOTE: this window will not appear if the minutes have already been started, in that case after clicking Edit Minutes the minutes document will open

  3. To create a task click the + button that appears to the left of what has been written to open the formatting menu. If nothing has been written yet the + button is present on the empty document, if the + button isn't visible click in the empty space to the left of what was recently written and it will appear. In the image below the item "Assign a task from the meeting minutes" was typed into the minutes document, and clicking to the left of that item allowed the menu to appear

  4. Scroll down to select Task from the formatting menu, a task field will open beneath the text you clicked to open the menu

  5. Enter the task details into the area that says Create your Task, then click the calendar icon on the right to set a due date (optional), and click the person and plus sign to assign to group(s) and/or people

  6. To remove a task from meeting minutes or move it up or down in a list, click the six dots next to the + and to the left of the task. Click the X to delete the task, or click one of the arrow buttons to shift its position in a list

VII. Multi-User Task Notifications

Administrators, group owners and group admins receive email notifications for each individual group task completion and when the entire group has completed the task.


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