The Householding feature in the Tasks section of Action Builder is designed to maximize the efficiency of your home visits. When you're out connecting with targets, it's beneficial to engage with all members of the same household in one go. This feature is available to all user types.
Here's how you can make the most of this feature:
- Practical Application: If you're conducting a home visit and there are multiple members from your target list present, the Householding feature ensures you don't miss out on any potential interactions. Connect with each of them seamlessly and effectively.
- When to Use: This feature is specifically available for tasks labeled as 'Home Visit' canvass type.
- Navigating Through the Household: Once you've confirmed the canvass status for one individual in a household, the system will automatically prompt you with the next member at the same address.
- Activating Householding: While you're on the Task's page, look for the Householding option in the top right corner. From there, you can toggle this feature on or off as needed.
By using the Householding option, you can ensure comprehensive and efficient outreach during your home visits.
How to Enable Householding When Creating Tasks
Click on Tasks
Click on New Task
Check Enable Canvassing
Click on Canvass Type
Click on Home Visit
Toggle on Enable Householding
*Disable Householding Option
Completing Home Visits with the Multi-Member Household Feature
Click on YOUR ASSIGNED TASKS
Click on the entity name on your target list
Check the additional entities residing at the same address
Once you complete the task on the target you will continue to the next target within the household.
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