Task Participants are people you wish to associate with the task. If volunteers are associated with the task, you will see them both on the volunteer tab and in the task participants list.
In the participants tab:
The main sections are listed below. Click on a link to learn more about the features.
Status |
Up to 3 icons can be displayed for each participant. these are:
A participant's status is changed by selecting a line and clicking the Meeting |
First /Last Name | First and last Name of the Patron selected to be a participant in the task |
Status | Displays the status selected using the Task button |
Invitation Sent | Displays the date the invitation was sent to the participant |
Company | |
Patron # | The Theatre Manager Patron number for the participant |
Priority | 1-5 as selected using the Priority ![]() |
Response Date | Date the participant responded to the task request |
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Opens the Contact List so you can add a participant to the task. Click here for information on adding a participant to a task. |
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Removes the selected participant from the task. |
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Participants can set an alarm for themselves. Click here for more information on setting Alarms. |
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Sets the priority for the selected participant. ![]() |
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Acknowledge a meeting response. When a task participant has responded to an Email request to come to a meeting, the Status of that person displays an "@". To acknowledge that you have seen the change, select the line and click the ![]() |
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Resets the selected participant to recieve Email messages. |
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Add Me (the current user) as a task participant. When you add yourself to a task, the meeting status is automatically set to Accepted, since it is assumed you know about and intend to go to a meeting you have put yourself in. |
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Each participant can mark the status of their
portion of the task by selecting a line from the list and clicking the
task button. Choices from the flyout menu are: Not Done, Done, In Progress, or Cancelled. Once the last person has marked their portion of the task as Done, the task itself is automatically marked as as Done. |
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You can set the status by clicking on the Meeting button. |
A line in the list will display in for My record and
if the employee is no longer active.