Group Task

Overview

A group task is a task that an agency user completes on behalf of several donors in one session, for example during a classroom activity. Donors do not complete it from their app: the agency user collects each donor’s signature, and every signature creates an individual transaction with the task’s products.

Group tasks are managed in two different places:

Action	Where	Who
Create and edit	Tasks menu (the same form as any task)	Users with the Create Group Tasks permission
Complete (collect signatures)	Group Tasks menu (a separate screen)	Users with the Complete Group Tasks permission

REQUIREMENTS

The agency must have the Group Tasks feature enabled (Agency > Features > Enable Group Tasks).

Permissions under Manage Tasks: Create Group Tasks to create and edit them, Complete Group Tasks to collect signatures, and View group task to open them. System administrators have access without these permissions.

Current articles in Manage Products > Tasks

Creating a Task, Center Selection, Assigning Donors and Assigning Products explain the task form for every task type.
Complete Group Task explains the Group Tasks screen.

This document adds what is missing: what changes in the form for a group task, how to edit one, and the newer parts of completing it (product quantities, limits, the Task ended state, the new columns and Download Task).

Create Group Task Update Group Task Complete a group task