Setting Up and Managing Projects

Create your own projects to share publicly or privately to create impact with your teams

28 articles in this collection
Written by Mohd Sameer, Steve Walker, and Matt Rickard

Basics

How to login to the desktop admin area

If you want to create projects, you'll do it in the web admin area

Written by Matt Rickard
Updated over a week ago

Projects

Creating a new project

Get your new project up and running on Task

Written by Steve Walker
Updated over a week ago

Project permissions - visibility and security

Understand the different security settings when managing your projects

Written by Matt Rickard
Updated over a week ago

Task Templates

Using a Task Template to create your project

Fast creation of projects using templates defined by the community

Written by Steve Walker
Updated over a week ago

Creating a Task Template from your project

Making it easy for others to copy and reuse the data gathering projects you have created

Written by Steve Walker
Updated over a week ago

Publishing Task Templates to the Task community

Guide to getting your template ready for inclusion in the community library

Written by Steve Walker
Updated over a week ago

Creating a Task Template landing page

Detailed breakdown of creating landing pages for Task Templates with free trial signup

Written by Steve Walker
Updated over a week ago

Dynamic text replacement on Task Template landing pages

How to control the title and subheading of your landing pages from external sources such as Google Adwords

Written by Steve Walker
Updated over a week ago

Tasks

Data validation - control data input provided via the Text Area component

Google places & addresses, integers and floating numbers

Written by Steve Walker
Updated over a week ago

Create a new task

How to create tasks using the web interface

Written by Mohd Sameer
Updated over a week ago

Creating tasks - best practise

How to ensure your tasks work across different communication channels

Written by Steve Walker
Updated over a week ago

Managing tasks (edit, clone, delete)

How to edit, clone (replicate) and delete tasks

Written by Steve Walker
Updated over a week ago

Setting Task locations and route maps

How to add geo-location and address information to enable google map guidance

Written by Steve Walker
Updated over a week ago

Activity feedback fields options

The different ways you can get information back from Taskers via their mobiles

Written by Steve Walker
Updated over a week ago

Linking out to documents - PDFs, Google Docs

Bring media and large content into your task briefs

Written by Steve Walker
Updated over a week ago

Dropdowns - time selector and country list

Code to create a 24 hour time selector or complete list of all countries

Written by Steve Walker
Updated over a week ago

Setting up task verification

Check tasks submitted by team members before marking them as complete

Written by Steve Walker
Updated over a week ago

How to copy tasks between projects

Duplicate existing tasks with ease

Written by Steve Walker
Updated over a week ago

Workflows

Creating a new task as a workflow step

Automate the next step in your teams process

Written by Steve Walker
Updated over a week ago

Log task data to Google Sheets

Information collected sent to Google Sheet accounts using a Task workflow

Written by Steve Walker
Updated over a week ago

Auto-publishing tasks to social networks

Update your social networks with completed Task activities

Written by Matt Rickard
Updated over a week ago

Connecting to Facebook

How to setup the Facebook connection so you can auto-publish activities

Written by Steve Walker
Updated over a week ago

Connecting to Twitter

How to setup the Twitter connection so you can auto-publish activities

Written by Steve Walker
Updated over a week ago

Team

Building your team

Inviting and managing team members inside the project admin area

Written by Mohd Sameer
Updated over a week ago

Team permissions

Allocating different permissions to team members

Written by Steve Walker
Updated over a week ago

Integrations

Connecting Task to your Blackbaud account

How to connect your Task account to Blackbaud services such as Raiser's Edge NXT

Written by Steve Walker
Updated over a week ago

Sending tracked activity data to Blackbaud

How to gather data from remote teams using the mobile app and send it back into Blackbaud Raiser's Edge NXT

Written by Steve Walker
Updated over a week ago

Advanced

Task categories - setup and management

Organising tasks into categories where large task numbers exist

Written by Mohd Sameer
Updated over a week ago