Creating and Editing Tasks

This feature is available to admins, leads, and organizers.

Tasks make it easy to assign, track, and manage the to-dos that will be crucial for any organizing campaign: talking to people at their homes, collecting information about what a person does, and figuring out which leaders and activists should be given more responsibility. Tasks are always campaign specific. 

Creating a Task

To create a task, click on the three dots at the top right of your screen, and go down to Tasks.

You need input a name and a due date by when the task needs to be completed. You can also choose whether to make the task a Quick Check In task or leave it a standard one.  Make sure to click "Create Task" when you are finished.

Adding a Description

After creating the task, adding a clear description is the best way to communicate to users what the goals of the task are and other details that you think might be important. To do that, you need to click on the "+" sign in the Description section of the task.

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

Adding To-Dos

To-Dos are the actual assignments you want a user to complete. To-Dos constitute a wide range of options, including updating assessments, confirming contact information, adding job information, marking relationships, and more.

Click on the "Add To-Dos" button on the Tasks page. 

This should open up a list of tasks for you to choose from. You are able to choose multiple tasks.

Creating Targets

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

Creating Turfs and Assigning Users

The final step is to create a turf and assign it to a user to complete. To do that, you need to click on the Create Turfs button. Alternatively, you can use the Auto-Create Turfs button to have the system randomly assign targets to turf.

When you select Auto-Create, the system will ask you how many targets you wanted included in each turf (minimum of 5).  Choose the number of targets you'd like and select Create Turfs to have your turfs auto generated.  Note that the targets will be randomly assigned to turf.

The next step is to put people from your universe into the turf. You can do that in two ways: By using a query or a map.

In the query view, you can select any data point available in the query builder:

Alternatively, the map view allows you to cut turf based on a person's home address. To cut turf, just click the "Draw" button and create a closed shape around the individuals you want to put in the turf. 

You can also add folks on a one off basis as well by using the Add People button from within the turf as well.  Click on the button to pull up a search where you can search for people in the campaign and add them individually to the campaign.

The turf can now be assigned to any user in the campaign to complete. You can also assign a turf to multiple people. To assign a turf to a user, click on the three dots to the side, then "Assign Turf", followed by clicking on the users' names.

You can also rename turf to whatever makes sense for the task. To do that, you click on the three dots, click "Rename Turf", and then enter in the new turf name.

The task is now assigned. A user will see it when they log in to their Action Builder account and go to Tasks.

You can also make edits to the turf at any point in the future by going back to the Manage Tasks page.

Duplicating Tasks

If you want to re-create an old task you can find the task you want to recreate, open it in the manage screen and select Duplicate, the option across from the name of the task.  This will keep the To-Dos, Description, and Targets of the old task, though turfs will have to be recreated.