Scheduled Tasks
The "Scheduled Tasks" tab in the app holds two types of tasks. They are sorted into Today (due today, or overdue and not completed), Future, and Completed.
Scheduled Calls
A supporter creates a Scheduled Call when they schedule a call with an available organizer from a Schedule Call Page. Team Members get an email for each new Scheduled Call. They also get a push notification when the call is set to happen within 24 hours of being scheduled. Scheduled Calls cannot be re-scheduled or re-assigned via the app. Only a Team Member with permission to manage scheduled calls can re-assign them, in the dashboard.

Follow-Up Tasks
Follow-Up Tasks remind you to follow up with a supporter. You can create a Follow-Up Task for a Person when you are their Assigned Agent. You can also create one for People in your chapters when your role has the "View, Text, and Call All People" permission. To assign yourself as a Person's Agent, your role needs the "Can Be Assigned Agent" permission.
When you create or edit a task, set its date and time, and a push notification reminder. To change a task, swipe left on its row and tap 'Edit Task'. In the task screen, you can also mark it completed, or tap 'Delete Task'.

Updated 18 days ago
