How nice that you are going to use Socie tasks. In this guide, we explain the settings and preparation you can do as an administrator and the opportunities the tasks module offers for community members.
Activating Socie tasks
Let’s start by activating the tasks module. Log in to the community administration and click on modules → Add module. [the module is part of the Socie Plus package].
Tip: Want to try out tasks yourself first or test them with a (smaller) group? Then go to Module settings in the module and under ‘to be used by’ choose the group you want to test with.
Step 1: Set up who can create and manage tasks in your community.
Within Socie tasks, you can set who is allowed to create and manage tasks within your community. Go to Settings -> Module management and look for the tasks module. Via edit you can change the setting ” create tasks” change to:
- Everyone
- Groups (then choose the group(s) allowed to create tasks)
- Community Administrators
Step 2: Add interests and requirements.
In addition to creating and managing tasks, the individuals you just selected can also have requirements and interests add. Interests and requirements vary greatly by community and can therefore be entered by yourself.
- A interest is something the community member finds interesting or enjoyable.
- A required is a qualification or characteristic of the community member.
Example 1 : When creating the Task to work a bar shift, the interest “hospitality” is specified. As a requirement, “18+” is specified.
Example 2 : When creating the Task to man a first aid station at an event, the requirement is specified as “first aid diploma”.
Example 3 : When creating the Task to hoe a garden, “Working in the garden” is specified as the interest.
Example 4: When creating the Task “Taking Mrs. de vries to the Bingo”, the interest “Driver” is specified. “Driver’s license” is specified as the requirement.
It may be advisable to add some interests and requirements to the app beforehand. To do this, go to the app -> Menu -> My Tasks -> Task Manager. Here you can already specify some interests and requirements. Please note that members will later be able to check these interests and requirements on their own profiles.
Step 3: Create tasks
Now we are ready to start adding the first task to the community. To do this, go to the tasks module in the App and click on the +.
You can fill in the following fields:
- Name (Give the task an appropriate name)
- Date (Choose a date for which the task should be completed)
- Description
- Location
- Interests
- Requirements
- Limited spots (Indicate how many people you are looking for for the task)
- Reminders (Set additional reminders for those who subscribe)
- Attachments (Include any attachments)
Step 4: Managing a task or tasks
Once you have created tasks, you can also manage these tasks. This allows you as a task owner:
- Members invite for a task
- Members schedule on a task
Members invite for a task means that you ask someone if that person wants to do the task. The person is then notified of this in the app and can accept or reject the task. As task owner, you have insight into all your invitations via My duties -> invitations.
Members schedule on a task means you assign someone this task. So the person has already agreed and is scheduled by the task owner on this task.
To do this, go to a task you own and choose invite or schedule.
Leaving a task open to members
You can also leave the task “open” where people from the community can subscribe to the task themselves.
Step 5: Complete tasks
Once a task is completed, it can be completed by the performers of the task or the task owner. This way you keep a good overview around the tasks being completed.
Completing a task is done by opening and completing the task.
Good luck!
These were all the steps to create a task, schedule members, invite or leave the task open. And, of course, to complete it.
Here is some more explanation on how your members can search tasks in the app.
Task Search
The branch screen in the app allows both members and task owners to quickly understand tasks. You can search for a task and the filtering options allow you to :
- Filtering tasks by interests
- Filtering tasks by requirements
- Review which other volunteers are doing certain tasks that you enjoy working with
- Viewing your own tasks
- Viewing completed tasks
Frequently asked questions:
- As a member, can you also indicate that you do not want to do tasks
Yes you can. Each member has the ability to indicate on their volunteer profile the ‘available for tasks'” disable option.
- Can a community administrator manage interests and requirements created by others
Yes you can. Community administrators can manage all interests and requirements, task owners can only add interests and requirements.
- Does the system send reminders when you need to do a task? And if so, when?
Yes, if the task owner of the task has set this up. When creating the task, a task owner add a reminder relative to the task date or at a time of your own choosing.
- Will a task you sign up for also show up in your calendar?
No, the task will not appear in your calendar.
