Tasks Tutorial
The tasks page helps you manage your office’s workflow. It shows you what tasks are outstanding in your office and what stage they’re in.
What’s in a task
Each task can be seen by clicking on it on your task dashboard and new ones can be created with the orange Create New button. Tasks can also be created when a message is created (for more on that, go here).
Tasks can be tagged with the constituent, bill, issue, topic, and type. They can be moved between stages, assigned to different people in your office, and shared with other offices.
Reminders and deadlines
When looking at your tasks dashboard, all tasks that are past their reminder time will have a yellow bar next to them. All past their deadline will have a red bar. All others will have a grey bar.
In the dashboard you’ll be able to see how many tasks are coming due within 24 hours and how many are overdue on a reminder or deadline.