Multi-User Tasks — Group Owners / Admins

Multi-User Tasks : Group Owners and Group Admins can now assign tasks to groups and multiple groups.

TABLE OF CONTENTS

I. Assign Tasks from Group Page

II. Viewing Tasks on the Group Page

III. Assign Group Tasks from Meeting Page

IV. Assign Group Tasks from Minutes

V. Multi-user Task notifications

I. Assign Tasks from Group Page

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

1. Click Groups from the left navigation menu

   

2. Click into the desired group to go to its Group Page

3. Click Tasks & Polls from the top navigation menu

   

4. In the Tasks section click the + to add a new task

   

5. In the Create Task window enter the task details and due date (optional)

   

6. The group will already be listed under Groups, and the members of that group will be listed under People

   1. Additional groups and people may be added by clicking into the Assign to users and groups field and selecting the desired groups and/or individuals

   2. Groups or users may be removed by clicking the x to the right of the group or user's name

      

7. Click Save

II. Viewing Tasks on the Group Page

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

1. Click Groups from the left navigation menu and select the desired group to visit the group's Group Page

2. Click Tasks & Polls in the top navigation menu

3. Assigned tasks are visible in the Tasks section

   

    

III. Assign Group Tasks from Meeting Page

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

1. Access the meeting by clicking Meetings from the main left navigation menu, and selecting the desired meeting from the list on the Meetings page

2. Within the meeting's page select Tasks & Polls from the top navigation menu

   

3. In the Tasks section click + to create a new task

   

4. Enter the task details and due date (optional)

5. Group(s) or individuals invited to the meeting will already be listed under Groups and People

   1. Additional groups and people may be added by clicking into the Assign to users and groups field and selecting the desired groups and/or individuals

   2. Groups or users may be removed by clicking the x to the right of the group or user's name

      

6. Click Save

IV. Assign Group Tasks from Minutes

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

1. To access the desired meeting minutes, begin by clicking Meetings from the main left navigation menu, and clicking on the desired meeting from the list on the Meetings page

2. Click the Minutes button from the meeting's landing page

   

    

3. If the minutes have not yet been started or edited, select from the options Start from Scratch or Start from the Agenda. Otherwise the minutes page will appear

   

4. Click the + that appears to the left of the text to view the formatting menu, scroll down in the menu to click on Task

   

5. Enter the task details in the field that appears next to the circled checkmark icon. To assign a due date (optional) click on the calendar icon, and to assign specific individuals click on the person plus icon, both of which are to the right of the task

   

6. Click into the next line down to exit the task and move on to a new line of minutes

7. Changes to the minutes, including the tasks created, are automatically saved

8. Click Publish Minutes at the top of the screen to publish the minutes for others to view

9. The task will now be visible on the Tasks & Polls portion of the meeting page, in the Tasks section

   
    

V. Multi-User Task Notifications

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

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• Update Group Roles: learn how to update roles within a group