How to Create and Assign Tasks for Sponsors and Sponsor Tiers for In-person Events

How to Create a Custom Task

Follow these steps to create and assign a custom task:

1. Go to People > Sponsors > Manage tasks tab.

   

2. To create a new task, click on the “Add new task” button and click Create a custom task:

   

3. In the Create new task modal, add a Task title (up to 100 characters).

4. Set a Due by (date and time) for the task.
5. Add Fields to the task as required. You can add multiple fields if required in a single task. Fields can be of two types - Text response or Upload file.

   
   

   

Assigning the task to sponsor tiers

Under Assign to, you can select individual sponsor tiers to assign this task.

1. Click Select sponsor tiers to choose the tiers to assign this task.
   
   
2. Select the sponsors to add this as a tier-wide task. Tier-wide tasks are assigned to all sponsors in the selected tiers, and any sponsors added to this tier later will also be automatically assigned this task.
3. Select a Default due date for the tier-wide task. You can also customize the due date individually for different tiers. 
4. To un-assign this task from any unselected tiers, check the Unassign this task from sponsors of unselected tiers box.
5. Click Assign to save your changes.
   

Assigning the task to individual sponsors

Under Assign to, you can select individual sponsors to assign this task.

1. Click Select sponsors to choose individual sponsors to assign this task.
   
   
2. In the popup, select the checkboxes against the sponsors to select those sponsors.
3. Select a Default due date for the tier-wide task. You can also customize the due date individually for different tiers. 
4. Click Assign to save your changes.
   

How to assign standard tasks to sponsors

Follow these steps to assign standard tasks:

1. Go to People > Sponsors > Manage tasks tab.
2. Click on the “Add new task” button and click Add standard task. This lets you choose from a list of available standard tasks. Clicking on a standard task takes the sponsor to the specific section of the portal relevant to the task, and they need to be marked as completed manually. 
   
   
3. From the popup, choose the tasks you want to assign to sponsors and click Confirm.

Send task reminders

You can click Send task reminder to send reminders to assignees for tasks in progress. This sends an email communication - Task reminder for pending tasks to sponsors who haven't submitted this task. Learn how to edit this email.

On the prompt message, click on the Send reminder button.

Task reminder email 

You can also click the Edit email button which takes you to the editing page for Task reminder for pending task email for sponsors.

When you toggle on the Task reminder email communication, a reminder email is scheduled to be sent to sponsors every Monday at 7:00 AM UTC with all pending tasks till the event end date.