Follow these steps at your club’s own website. Available screens and actions depend on your account’s role and the programs your club has enabled.
Overview
Use Tasks to track work that needs an owner or a follow-up date. Every staff role can open it. It has no menu entry of its own: open it from the My tasks card on Home, or search for it. Tickets, the messages members send the team that need a reply, is a separate page in the Reach group.
Create and manage tasks
Select New task and give it a Title. You can also add a longer Body, set the Priority (normal or high), choose an Assignee (a staff member or a whole role), and pick a Due date. A task created from a household or a workflow links back to that household.
Each open task has Complete and Dismiss. Complete when the work is done. Dismiss when it no longer needs doing, which asks you to confirm. Neither deletes the task: it moves to Done or Dismissed so there is a record. Use the reassign control on a task to give it to a different person or role.
Find tasks
Show switches between Mine (tasks assigned to you or to your role) and All (everyone's). View switches between List and Board. The list groups open tasks as Overdue, Today, This week, Later and Unassigned, and Status shows Open, Done or Dismissed. The board shows four columns: Open, In progress, Done and Dismissed. Done and Dismissed each show the 25 most recent.
Due dates run on your club's clock
A due date is a day, not a time. A task is due at the end of that day in your club's timezone, which is set under Club → Club info, so it only counts as overdue once that day is over where your club is, not at some point during the afternoon.
The dashboard shows tasks assigned to you and your role. See The admin dashboard.