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
Select Tasks (located in the left navigation menu)
Click "+ Add task"
In the Create Task window enter in the task details
Enter due date (optional)
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
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.
Select Groups from the left navigation menu
Click into the group to which the task will be assigned
On the group page click Tasks & Polls from the top navigation menu
In the Tasks section click the + in the upper right corner
In the Create Task window enter in the task details and the due date (optional), the group and people will be automatically selected
Click Save
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.
To view tasks on the group page, select Groups from the left navigation menu
Click into the desired group and select Tasks & Polls from the top navigation menu
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.
Click Meetings from the left navigation menu, and select the desired meeting
Select Tasks & Polls in the top navigation menu
In the Tasks section click the + in the upper right corner
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
Click Save
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.
From the meeting page click Minutes in the upper right. NOTE: if the minutes have already been started the button may read Edit Minutes
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
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
Scroll down to select Task from the formatting menu, a task field will open beneath the text you clicked to open the menu
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
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.
Related Articles
Group Roles and Permissions: Learn about the different types of roles within a group and the permissions associated with each role.
Overview of the Group Page: Learn how to view a group's page, understand activity, and view important information.
Tasks for Members: Learn how to create tasks, delete tasks, view tasks, and complete tasks.
Tasks for Administrators: Learn how to create tasks, delete tasks, view tasks, complete tasks, and about task lists.