leadership-task-admin-reference.rst

Task Admin Reference

This page gives a reference to all membertility views which are available to members <member> who have the leadership admin security role.

History view

Navigation: Tasks > Task Fields

The History view can be used to see the history of tasks <task> which have been marked completed. Since tasks <task> can be marked completed by leadership admins <leadership admin> as well as the member to which the task was assigned, the History view shows who marked this task as completed and at what time it was marked.

Currently the History view does not keep track of the task fields <field> which were set at the time of the update, but that may change in the future.

The view has the following filters:

Update Time

chooses range of Update Times to show

Updated By

chooses which member(s) <member> who made the update to show

Member

chooses which member(s)' <member> tasks <task> to show

Task

chooses which task(s) <task> to show

Completed

chooses range of Date Completed to show

Member Summary view

Navigation: Tasks > Member Summary

The Member Summary view gives an overview of each member, showing the number of tasks <task> in each status. Additionally this view shows the positions <position> each member holds, and the task groups <task group> implied by those positions.

If an individual member is selected, you can click on the View Member member, to get to a filtered Task Details view of the member's <member> tasks <task>.

The view has the following filters:

Member

chooses which member(s) <member> to show

Members in Positions

chooses which position(s) <position> to show

Members in Task Groups

chooses which task group(s) <task group> to show

Tasks view

Navigation: Tasks > Tasks

The Tasks view is used to define the tasks <task> which are done within the organization.

This view is where the tasks <task> in the Task Hierarchy are defined.

See the Task Configuration Guide for details on how tasks <task> should be configured.

Task

name of the task

Priority

the display priority of the task, all other things being equal

Display

description of the task which needs to be done. This accepts plain text or Markdown (see https://daringfireball.net/projects/markdown/syntax for information on Markdown syntax)

Task Groups

select the task groups <task group> the task is in. This can also be defined in the Task Groups view

Expires Soon

this is the time period before which the task becomes overdue for tasks <task> which have Optional Task set to no (i.e., required tasks)

Fields

if the task needs to collect information from the member at the time it is marked complete, one or more fields <field> may be chosen here. Fields <field> are defined in the Task Fields view.

The validation which is performed on the Task Checklist view Task form is defined by the text before the field name in this selection.

• required - field must be filled in
• oneof - if there are several oneof fields <field>, at least one of these must be filled in
• optional - optional fields <field> do not need to be filled in

Period

this is the time period after a task is marked complete when it will become overdue again. This is for tasks <task> which must be done periodically, meaning the next Expiration Date depends on when the task was last marked complete. For tasks <task> which must be done repeatedly, either Period or Date of Year must be entered.

Date of Year

this is the date of year after which a task becomes overdue. This is for tasks <task> which must be done by a certain date of the year. For tasks <task> which must be done repeatedly, either Period or Date of Year must be entered.

Overdue Starts

this is the time period after Date of Year for which the task remains up to date if marked completed. This is only used if Date of Year is specified.

Optional Task

indicates if the task is optional or required. If this is set to yes, Expires Soon, Period, Date of Year, and Overdue Starts should be left blank

Task Details view

Navigation: Tasks > Task Details

The Task Details view gives the leadership admin full visibility into all of the tasks <task> in the system. Each task is on a separate line, and can be viewed in more detail by selecting it and clicking View.

From the task pop-up, the leadership admin can see details about the task, including the contents of any fields <field> which have been entered by the member when the task was marked complete.

Further, the leadership admin has the ability to update :term`fields <field>` and change the completion date, if needed.

Note

Some date fields are used to override the Last Completed date from the member's <member> Task Checklist view. However, from the Task Details view, these must be set independently.

The view has the following filters:

Member

chooses the member(s) <member> to show

Members in Positions

chooses the member(s) <member> in selected position(s) <position>

Members in Task Groups

chooses the member(s) <member> in selected task groups(s) <task group>

Task

chooses the task(s) <task> to show

Tasks in Task Groups

chooses the tasks(s) <task> in selected task groups(s) <task group>

Last Completed

chooses the date range for the completion date, can set start, finish or both

Expiration Date

chooses the date range for the expiration date, can set start, finish or both

In Position On

date of interest for which members <member> hold positions <position>

Task Fields view

Navigation: Tasks > Task Fields

Some tasks <task> may require additional fields <field> to be displayed/collected on the Task Checklist view Task form. These must be configured here.

Field

this will be the name of the field seen on the Tasks view, for selection onto the task's <task> form

Priority

this defines the display order on the Task Checklist view Task form. Lower numbers are displayed earlier

Field Label

this text is placed on the Task Checklist view Task form on the left side

Input Type

several input types are defined. This controls the behavior of the field on the Task Checklist view form

• checkbox - field will show a set of checkboxes, which will allow the member to select one or more options. Options is displayed on this form
• datetime - field will show a date picker. Override Completion is displayed on this form
• display - field is display only. Field Value is displayed on this form
• radio - field will show a set of radio buttons, which will allow the member to select one of the options. Options is displayed on this form
• select2 - field will show a select pulldown, which will allow the member to select one of the options. Options is displayed on this form
• text - field will show a one line text box
• textarea - field will show an expandable text field
• upload - field will show widget for uploading a file

Options

only shown when Input Type is checkbox, radio, or select2. You can enter the required options by typing in the Options field and use carriage return to accept each option.

Field Hint

only shown if Input Type is not display. This is shown under the field input on the Task Checklist view form to give the member a hint on how the field should be filled in

Field Value

only shown when Input Type is display. This is the text to be displayed on the Task Checklist view form to give the member instructions, etc. This accepts plain text or Markdown (see https://daringfireball.net/projects/markdown/syntax for information on Markdown syntax)

Override Completion

only shown when Input Type is datetime. If this is set to yes, the contents of this field will override the completion date normally generated automatically by the system when the member clicks Mark Complete on the Task Checklist view form

Field Name

generated by the system, and only used internally

Upload URL

generated by the system, and only used internally

Some examples of how the form changes with different Input Type selections

Task Groups view

Navigation: Tasks > Task Groups

The Task Groups view is used to define how tasks <task> are grouped within the organization.

This view is where tasks <task> are associated with the task group to follow the Task Hierarchy.

Task Group

name of the task group

Description

describes the task group, possibly giving more information than just the name

Task Groups

list of task groups <task group> that are associated below this task group to follow the Task Hierarchy

Tasks

list of tasks <task> that are associated below this task group to follow the Task Hierarchy

Members

list of members <member> associated directly with this task group. This can be configured here or in the Positions view

Note

While it is possible to associate the member directly with a task group, it is recommended that this be done only indirectly by position