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Create, Edit, and Log Tasks

Ryan Reedy
Updated

* We would like to thank Cru for providing this article from their help library.  This article has been reviewed and updated as needed to ensure it provides assistance for you and your Partner Essentials account. *

Create or Log a Task From Any Page

  • On the top right of any page, click on the +Add button, then choose Add Task or Log Task.
  • Add and Log Tasks from the Tasks Page and Contacts Page.

+Add Button

Add a New Task

  • Fill in the Task Name, i.e., Send Out Prayer Letter.
  • Select an Action type, i.e., Newsletter - Email.
  • Select a Due Date and Time (required for notification).
  • Add Contacts, if applicable, and this task will be added to each selected contact(s).
  • Add Tags, if applicable, and this task will be added to every contact with this tag.
  • Set a Notification time in minutes or hours (required to be notified).
  • When finished, click on the Save button.

Dashboard: Log a Newsletter

In the To Do This Week box, click on Newsletter and then choose Log Newsletter. 

  • Fill in the Subject, i.e. Monthly Newsletter.
  • Click the radio button to select an Action type, i.e., Newsletter - Physical.
  • Select the Completed On Date and the Default Time is 12:00 PM; Select the time of your choosing.
  • Add Comments to clarify this task.Click the
  • Click the Save button when finished.

Tasks: Add, Log, Edit, and Delete

  • From the main navigation bar, click on Tasks.
  • Search Tasks by a contact name or task type.
  • Select multiple tasks to edit or delete them in bulk.
  • Click on the Add Task button to create a new task.
  • Click on the Log Task button to add a completed task.

Add Task
  • Go to the Tasks page and click on the Add Task button.
  • Fill out Task Name, Action, Due Date and Time, Notify Me, and Comments.
  • Then click the Save button.
To receive task notifications from Google Calendar Integration, see this.

Log Task

  • From the Tasks page, click on the Log Task button.
  • Fill out the Subject, select an Action, add the date Completed On, and add a Comment.
  • Verify the information, the click the Save button.

Tasks: Edit Tasks
  • Click on the Task Title.

  • Add a Notification in minutes or hours.
  • Click the Save button.

Tasks: Delete Tasks
  • Click on the Checkbox on the left of one Task.
  • Hover your mouse to the right of the star icon.
  • Click the red Trash icon.

  • Click on Multiple Tasks.
  • Click on the Actions button.
  • Select Delete Tasks.

Tasks: Using Filters

To find specific types of tasks, choose any of the filters you see to the left.

  • Click on Actions. 
  • Then click in the Space Below Actions to bring up a list of options.
  • Select an Action Type, i.e., Thank.
  • A list of these specific tasks (Thank) will be displayed.

Contacts: Add or Log Tasks

  • From the navigation bar, click on Contacts.
  • Select a contact by clicking on the Contact Name.

People: Add or Log Tasks

  • To the right of the contact name, click on the Add Task or Log Task buttons.
  • Or click on the Tasks Tab and then click the Add Task or Log Task buttons below.
  • Follow the same steps for adding and logging tasks as explained above.

Note: You can add or log tasks for specific applications by clicking on Connect Services, and under External Services, look for connecting MailChimp, PrayerLetter or Chalkline to your MPDX.

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