Admin guide · Tasks
Assigning and Managing Voter Tasks
Record what supporters have agreed to do and help your team follow up.
A conversation can lead to an offer to help. Use tasks to record that commitment, then check back with the person responsible. For example, a supporter might agree to attend an event or help with a campaign activity.
Start with an agreed commitment. Confirm what the person is comfortable doing before recording it. Keep the task specific enough that your team knows how to follow up.
1. Set up task types
Open Tasks → View Default Tasks. This page defines the types of requests or commitments your team can record. It is separate from the Tasks page, which lists assignments to individual voters.
Click Add New Task Type, enter a Description, and click Save. Use a name that is easy to recognize, such as “Request campaign poster” or “Interested in volunteering.”
| Setting | What it controls |
|---|---|
| Active | Whether the task type is active or inactive. Check this when a task type is unavailable. |
| Show to users | Choose Show Only To Callers or Show To All Users. |
| Allow reassign task | Whether the same task type can be assigned again to the same voter. This is useful for repeat commitments. |
Keep your task list focused on requests your team can fulfill or commitments it will follow up on. Before deactivating a type already in use, confirm how that change affects existing assignments.
2. Assign a task to a voter
In the voter’s Admin Portal record, use More Actions → Manage Tasks. In the app, volunteers can assign tasks while adding a voter or through the voter’s details in their Outreach List.
Confirm the person’s request or commitment first. For example, record a poster request after they ask for one, then use your task list to coordinate delivery.
3. Review assignments and follow up
Return to Tasks to review individual assignments. The table includes Creation Date, Name, Address, Type, Added by, Done, and More Details.
Find the work that needs attention
- Search: Find records in the task table.
- Filters: Choose a column, condition, and value. For pending work, use Done → is → No. Add a Type filter to focus on a particular request.
- Add filter / Clear filters: Narrow the list further or return to an unfiltered view.
- Manage Columns: Choose the fields you want visible.
- Export To CSV: Download task information for review or team coordination.
Review an assignment before updating it
Use More Details to review an individual task. Select task rows when you need to work with a group of assignments; the page provides a More Actions control for selections.
Check in about pending commitments and update completion when the work is actually done. Review the selected rows before confirming any bulk change.
If the list looks empty: Check your filters first. A Done = No filter hides completed tasks. Use Clear filters to check the broader list. Task types can exist even when no individual assignments appear.
4. Give your team access
Admins can grant task-management access through a user’s Manage Privileges → Manage Tasks settings, for all task types or selected ones.
Advanced Search also finds voters by task type and status. See the Advanced Search guide.
Screenshots show the current Smith Campaign Demo interface. The demo had no assigned tasks during review; assignment-detail and selection actions were not demonstrated. The voter-assignment and task-access steps above follow the existing guide.