Task Management

Geeta Nagpal
Geeta Nagpal
  • Updated

As a meeting administrator, you can add follow-up tasks to any Agenda item.

While tasks are typically created directly in a meeting site, they are also created and managed centrally from the Task Manager. Click Create a Task button and completed the desired fields.

 

NOTE: Task Notifications are sent out to the Assignee (s) as soon as the task is created.  

 

createtaskmenu.jpg

 

Tasks can be sorted using the filter options located at the top of page

tasksfilter.jpg

 

The Tasks screen list will display any tasks from meeting sites where you have access. This level of access is determined by your user role, and can be configured by Portal Administrators and eScribe  Administrators with sufficient privileges.

To view the details of task, click on the task directly or click " Edit Task" from the options menu.

 

ediingatask.jpg

 

To filter only Closed Session Tasks, click the Closes Session filter drop-down and select Yes

 

closedsessiontasks.jpg

 

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