Tasks

Creating Tasks

Setup new tasks and manage or modify member progress

Creating a New Task

Tap the "+" icon on the Tasks page to open the task creation form. You need "Task Creator" or "Task Admin" permissions.

Basic Information

  • Name: Give your task a clear, descriptive name (e.g., "Submit Dues Receipt", "Complete Safety Training")
  • Description: Add details about what's expected — this shows on the dashboard feed and task detail page.
  • Reference Link: Attach a URL for reference material, a form link, or any external resource.

Assignment

Choose how to assign the task:

  • Members: Hand-pick specific people from your roster (one or more) — each is individually accountable. Member tasks can be scheduled with a start and end time, gated by an optional "Opens" time, and can repeat on a recurring schedule (optionally rotating through the assignees one at a time).
  • Groups: Assign to one or more member groups (New Members, Members, Officers, etc.). Everyone in those groups is assigned automatically — including members who join later. Group tasks are due by a single deadline and don't repeat.
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Scheduling

Member tasks use a start and end time on the same day (the end time is the deadline), plus an optional "Opens" gate — 1, 2, or 3 hours before the start, or a custom time — that controls how early members can begin marking the task done. Group tasks set a single deadline. Tasks past their deadline are marked "Overdue" with red indicators throughout the app, and members see the due date on their dashboard and in the tasks drawer.

Requirements

Toggle any combination of these requirements:

  • Require Upload: Members must upload a file (photo, PDF, document) to complete the task. Uploaded files are stored in your chapter's Drive under a "Tasks" folder.
  • Require Poll Response: Link an existing poll to the task. When a member responds to the poll, their task auto-completes — no extra action needed. If the task also requires a file upload, members must still upload manually.
  • Require Approval: An admin or supervisor must approve each submission. Members who complete the task see "Awaiting Approval" until reviewed. Points are only awarded after approval.

Points

Enable "Award Points" to automatically give members points when they complete (or get approved for) the task. Select which points system to use and set the point value.

Task Defaults

Admins can save default settings (assignment type, requirements, points) so new tasks are pre-configured. Access defaults from the gear icon on the Tasks page.

Editing and Managing Tasks

  • Edit: Open the task detail page and tap the edit icon to modify name, description, deadline, assignments, or requirements.
  • Archive: Archive moves the task to a separate section without deleting completion records. The member count is frozen at the time of archiving.
  • Delete: Permanently removes the task and all completion records. This cannot be undone.