Creating and Editing Tasks

Admin, Lead, and Organizer users can access this feature.

Tasks make it easy to assign, track, and manage the to-dos that are crucial for an organizing campaign, including talking to people at their homes, collecting information, and identifying leaders and activists who should be given more responsibility.

Tasks are always campaign specific. They can be created from scratch from the Tasks menu or from Query results on the Wall Chart.

1. Creating a Task
2. Adding a Description
3. Adding To-Dos
4. Selecting Targets
5. Creating Turfs and Assigning Users
6. Editing and Duplicating Tasks

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Creating a Task

To create a task, click the three dots in the top-right corner of your screen and select Tasks.

You'll be taken to a list of your assigned tasks. To create a new task, click New Task.

Enter a name and due date for the task, then select the Entity Type the task applies to.

Enabling Canvassing

You can optionally enable canvassing when creating a task. Canvassing tasks allow assignees to track and record contact attempts as part of the task workflow.

Select the canvassing type that best matches your outreach:

• Home Visit: Use for door knocking and outreach at a person's home.
• Text Bank: Use for outreach by text message.
• Phone Bank: Use for outreach by phone.
• In Person: Best for worksite visits and other face-to-face outreach outside of a home setting. In Person tasks support three status options: Successfully Completed, Attempted, and Skipped.

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Adding a Description

After creating the task, adding a clear description is the best way to communicate the goals of the task and any other important details. Click the + sign in the Description section of the task.

The description box includes a full text editor, so you can add bullet points, images, attachments, and other content. Click Update when you are finished.

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Adding To-Dos

To-Dos are the assignments you want a user to complete. They can include updating assessments, confirming contact information, adding job information, marking relationships, and more.

You can also add events directly as To-Dos, including multiple events within the same task. This is useful for multi-day or multi-shift events when you want to ask which option someone can attend and RSVP them without switching to a separate event task.

Event To-Dos can be combined with other To-Dos, such as assessments or contact information updates, within the same task.

Click Add To-Dos on the Tasks page.

Select the To-Dos you want to include. You can choose multiple To-Dos for the same task.

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Selecting Targets

Targets are the universe of people you want the tasks to be completed on. You can select targets using a query or add everyone in your campaign.

You can also start from Query results by using the Bulk Edit button at the top of the Wall Chart. Learn more about creating a Task from the Wall Chart.

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Creating Turfs and Assigning Users

The final step is to create a turf and assign it to a user to complete. You can create turfs manually by selecting Create Turf or use Auto-Create Turfs to have Action Builder create turfs by number of targets or field response.

Once you create turfs using either Create Turf or Auto-Create Turfs, additional turfs can only be added manually using Create Turf.

Auto-Create Turfs

When you select Auto-Create Turfs, Action Builder will ask whether you want to create turfs by size or by field.

Create Turfs by Size

If you select Create Turfs by Size, enter the number of targets you want included in each turf. The minimum is five targets.

Select Create Turfs to automatically generate the turfs. Targets are randomly assigned to each turf.

Create Turfs by Field

If you select Create Turfs by Field, choose the field you want to use. Action Builder automatically creates and names a turf for each response on the selected field.

Targets are added to turfs based on their responses. Targets with multiple responses are assigned to multiple turfs. Targets without a response are assigned to a No Response turf.

You can only auto-create turfs based on one field at a time.

Create Turfs Using Connection Info Fields

You can also create turfs using Connection Info Fields. If your campaign tracks relationship details such as job roles, worksites, or shifts on connections, select a Connection Info Field from the field menu. Action Builder automatically creates turfs based on the responses stored on those connections.

For example, if members are connected to employers and their job roles are stored on the connection, you can automatically create a separate turf for each job role.

Learn more about Connection Info Fields.

Creating Turfs Manually

If you prefer to create turfs manually, you can create them using a query or a map.

In the query view, you can load a pre-built query or select any data point available in the Query Builder.

For more information, see Query Builder.

Alternatively, the map view allows you to cut turf based on a person's home address. Click Draw and create a closed shape around the people you want to include in the turf.

You can also add people individually using Add People from within the turf. Search for people by name or nickname and add them to the turf. You can also choose to exclude people who have already been assigned to a turf.

Assigning a Turf to a User

A turf can be assigned to any user in the campaign. You can also assign the same turf to multiple users.

To assign a turf, click the three dots next to the turf, select Assign Turf, and then select the users you want to assign.

The task is now assigned. Users will see it when they log in to Action Builder and go to Tasks.

You can also rename a turf. Click the three dots, select Rename Turf, and enter the new turf name.

You can edit a turf at any time by clicking the three dots to the right of the task name.

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Editing and Duplicating Tasks

To recreate an existing task, select Manage Tasks to view all tasks in your campaign. Click the three dots to the right of the task name and select Duplicate.

Duplicating a task keeps the To-Dos, description, and targets from the original task. Turfs will need to be recreated.