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Tasks

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Tasks are at the heart of the Facility Management module.

For more information about the Facility Management module click here. To read more specifically about tasks and their place within Facility Management, click here.

Some task and calendar features are available to users who do not have the Facility Management module, but their usage is limited.

Calendars show tasks to be done in a variety of formats. Gantt charts (part of Projects) show tasks that are associated with each other and the relationships between the various pieces. Invoices use tasks and the associated people and resources as line items in an invoice to bill clients.

Tasks can be associated with any number of people who are responsible for making sure it gets completed. Tasks can be reminders to yourself about upcoming deadlines. Tasks can be used to schedule your time. Tasks can have physical resources assigned to them that may be billed or not.

Notifications or reminders can be set up for tasks so you don't miss a meeting or appointment.

Tasks can be associatied with calendar time, or they can roll forward everyday until you do it (the task).

You can enter tasks in a variety of places, but the most common are probably from the Calendar window and from the Project window

The Calendar is the easiest and often the most convenient way to enter Task information. With the filters, you can show (or hide) items om the calendar for the project / task that you want to look at. You also change tasks most often from the calendar, however, you can also change tasks from:

  • Venue window
  • Event window
  • Donation window
  • Project Detail window
  • Project Gantt View Window
  • Volunteer window
  • Patron window
  • Order window

It does not matter where you move or change a task, once you move or edit it, it changes it everywhere.

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