This master list is located under Configuration: Master List - Tasks tab and is only available to Admin level users.
Activity Tasks are used to help organize events that are to be performed on any activity.
Add a New Task
- Select +Add
- Enter the Task Name
- Click Submit
Edit a Task
- Select the pencil edit icon on the Task you would like to edit
- Make required changes
- Click Submit
The name of that Task will changed on any Activity Task it was added to
Delete a Task
- Select the red Trash bin icon on the far right to delete a Task record.
Select OK to confirm the deletion.
Task Groups
Sets of tasks can be ‘grouped’ together using the Group field. Once the groupings have been made, you have the option to batch add a ‘group’ of tasks to your Activities. For example:
HARV OBLIG group of tasks may include: Fence Repair, Grass Seeding, Fuel Hazard Assessment, Litter Removal
PLANTING group of tasks may include: Contract signed, Sowing, Budget
EMS group of tasks: Prework, Progress Inspection, Final Inspection
Add a New Task Group
- Go to the Configuration Menu-Data Entry Tools and select the Lookups tab
- Search for the Group Name “Task Group” and click on the blue hyperlink
- Add a new Lookup Code for the Task Group.
Once you have a Task Group created you can then assign it your Tasks in the Master List.
Related Article: How to add Tasks to an Activity