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Tasks & Volunteers

Step-by-step operating guidance, expected outcomes, and checks that prevent common mistakes.

2 min read

Section 9: Tasks & Volunteers

9.1 Task Assignments

  1. Navigate to Tasks > New Task.
  2. Assign specific operational duties to members with deadlines and priority levels.
  3. Track completion status in the Kanban or List view.

9.2 Managing Volunteers

  • The Volunteers module allows you to track members who have opted-in for active fieldwork.
  • You can bulk-assign tasks to volunteer groups based on their availability and skills.

Still blocked?

Check troubleshooting and the operational FAQ before escalating.