The Tasks viewport is available for Activity Center subscribers and displays all of the tasks created via Activity Center.
By default, the viewport displays all tasks where the current user is the Task Owner or Creator. By clicking on the Subject in the table you can view the task form and edit, delete, or print the task recordClicking the dropdown near the top of the viewport allow you to change that so it instead displays all tasks where the officers selected in the header are the Task Owner or Creator.
Use the arrows at the top of the viewport to page through the Task reports. The Search feature allows you to search the task records by Subject, Constituents Associated, Creator, and Task Owner. The search feature also searches through the Subject and Description fields associated with your tasks to help you quickly find what you are looking for. Use Use the Gear or 'options' icon to export, resize, or view iHelp for the viewport. The Grabber Icon allows you drag and drop the viewport to another area on the page.
If your institution is subscribed to Activity Center, you can use the Add Task button to create a new Task report in Fundraiser Performance Management.
The columns of information in the Tasks Table include the following:
Image RemovedImage Added
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Provided for users who have Activity Center with access to enter tasks. |
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