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:

  • Group Assignment: Select one or more member groups (New Members, Members, Officers, etc.). Anyone in those groups is automatically assigned — including members who join later.
  • Individual Assignment: Hand-pick specific members from your chapter roster.

Deadline

Set an optional deadline. Tasks past their deadline are marked "Overdue" with red indicators throughout the app. 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.