Avendoo® Online Hilfe

Tasks

Tasks are jobs, which you to do as owner of the task until a certain date. Owner of the tasks is depending on the selection the event date coordinator or the owner of the event.

Notes

– The valid-until-date of a task will only be adjusted, if you have changed the start of the event date. If there are open of undeleted tasks, you cannot adjust the trigger.
– If you change an event date status to “Canceled”, all included tasks will be closed.
– You can create and edit tasks, which are before the activation of the event date, this means these tasks are in initiation or being planned.  Thus Avendoo® can generate tasks for initiated event dates.
– Also, a cronjob which is triggered additionally to the changes of the event date and of the task “Too many participants” checks that the task can be created independent from changes. If the conditions for the triggers “Too few participants” and “Too many participants” are fulfilled is checked, too.

Avendoo® generates the tasks from the task templates, which you have created under Resources → Task templates and have added in the Venue assistant, the Room assistant, the Materials wizard, the Event wizard or the Event date wizard. Once a task is due, Avendoo® sends a community message to the task owner. If you change the event coordinator or the owner, the open tasks also change. The open tasks also change, if you change the task template assignment. You can create and edit tasks before event date activation, if you have selected the trigger Event date initialization or Event date planning in the added task templates. You can also create tasks, if an event date switches from any status to the status Canceled. The trigger is called Event date cancelation.

You get an overview of the due tasks regarding task name, teaser, event title, event, owner, trigger, status, task due date and time, start date and time for the event date, external reference (event), external reference type (event), external reference (event date), external reference type (event date) and event date ID via the table of tasks.

You can use the following filter: event title, user name, last name, first name, start date and time for the event date, task due date and time, task due date from, task due date until, my tasks, task status (Not yet completed, Being carried out, Closed, Postponed), external reference (event), external reference type (event), external reference (event date), external reference type (event date), task template and event date.

When a task is created or due, you can send an appropriate notification in Avendoo®. You can send a client-crossing notification (task notification – created and task notification – due date) or an individual notification per client (a variant of the notification). You can do configurations also on the appropriate task template.

If you click on the title of the task, a dialog window for editing the task opens. If you click on the Status of the task in the column Status, for example Not yet completed, the status changes to Closed and reverse. For selecting another status select the mass processing function Change status.
Futhermore you get the following information displayed (see second screenshot): the external reference and the external reference type of the event (if defined by you or an author), the external reference and the external reference type of the event date (if defined by you or an author) and regarding the event date group the time period, via click on the extension symbol the single event dates, and up to five event dates they are one below the other and since five event dates they are shown divided.

There are the mass processing functions  Change status, Change owner and Delete for tasks. More information about these functions you find under Tasks: Mass processing functions.

The following functions are available via the context menu of the appropriate task title.

Notes

Avendoo® generates only tasks if event dates have the status “Active”. There are no tasks generated if the event dates have the status “Being Planned” and “Initiated”.

If you assign task templates for example at locations, materials or events, there are the tasks only generated for the main event date.
You can also assign task templates to single event dates (follow-up event dates) in the Event date wizard. Thus the task is generated for the event date (follow-up event date). This is only possible, if you assign the task directly at the event date.

To create a task template, choose Resources → Task templates.
The Task template wizard opens.