Tasks can be assigned to Contacts (even from Meetings).
Each Task has:
Assignee - the person or Role who will be responsible for completing the Task
Title - a useful description/overview
Description - More detailed explanation of the Task
Due Date - The date due for a one-off Task type.
Start Date - For a Task that repeats, you can set a Start Date.
- Repeat - can be set for Daily, Weekly, Monthly or Yearly
- Every - the number of Days, Weeks etc the Task repeats
- On - the actual date (Month/Day) the Task repeats
- End date - can either be set to "No end day" (which means the Task will repeat until it is turned off) or "End by" for a finite end date.
Send Reminder - a reminder email can be optionally sent on the due date or 1, 2, 3, 4 or 5 days before the Task is due
Followers - Contacts from within your Organisation can be set as Followers who should be notified when the Task is either updated or completed. You can have multiple Followers for a Task e.g. your Committee.
Attachments - You can add Attachments, where required, to a Task. The Attachment is also then available in the Storage area, under Tasks.
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