This article explains how directors can plan, schedule, and assign tasks from the Director Dashboard. Use this feature to create one-time or recurring tasks and track completion by your team.

Step 1: Open Plan Task

From your Quick Menu, click Plan Task.

Step 2: Access the Task Manager

You will be taken to the Task Manager, where you can also review and approve existing tasks. Click Schedule Task to create a new one.

Step 3: Enter Task Details

Complete all required fields, including the Task Name, Organization, Category, and Instructions. Add items to the To-Do List to outline specific actions, and set a Due Date.
(Optional: Enable recurrence if the task needs to repeat on a set schedule.)

Step 4: Set Task Status

Choose whether the task should be saved as a Draft or immediately Assigned to users.

Step 5: Review and Save the Task

Review all task information for accuracy. Once everything looks correct, save the task to finalize and assign it.

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