Create Group Task
1. Create a group task
Group tasks are created in the same form as general tasks.
Go to Tasks in the main menu and select +.
Figure 1. Tasks list. Group tasks are listed together with general tasks.
In General information, fill in Task name and Instruction.
Under Task type, select Group. A message reminds you that donors cannot complete this task themselves: only an agency user completes it, and each donor signs.
Figure 2. New task with Task type set to Group.
Select the Grant, the Default language and the Start date and End date. Choose the grant carefully: it cannot be changed after the task is created.
In Centers, turn on the centers where the task is available (see Center Selection).
In Donors, select the donors who will sign. Only the donors of those centers and that grant are listed (see Assigning Donors).
In Products, add the products. For each one, set the Maximum: the quantity each donor’s transaction gets by default (see Assigning Products).
Select Save.