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Jarvis Tasks Current State

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Summary

This page documents the current customisation of Tasks in Jarvis.

Table of Contents

Record Types

  • Community Giving Task

  • Gift Implementation

  • Milestone - this was created by the Spend Plan project to track date-based events, actions or deliverables relating to a Spending Plan.

  • Pledge Reminder

  • Standard

  • Wellbeing Appointments

  • Wellbeing Student Pending Tasks

Teams Using Tasks

Team

Task Record Type

Use Case

Principal Giving

Standard

Tracking and assigning future activity with Principal Gift Prospects

Planned Giving

Standard

Tracking a Prospects Gift in Will interest. They are using multiple bequest specific custom fields and have a custom button for ‘Convert to GIW Opportunity’.

Donor Relations

Pledge Reminder

Community Giving

Spend Plan

Task Visibility

  • Tasks are currently set to Private, meaning users can only access them as the Assigned To user on a Task.

Task Automation

  • There are a number of Flows triggering from the Task object.

  • Spend Plan has created at least 3.

Questions

  • Can we remove Data Types from the Related To field on Tasks? It’s currently looking up to a lot of irrelevant objects that are annoying for a user to scroll through. This Trailblazer thread indicates we can’t.

  • Can we change OWD sharing of Tasks to Public?

  • Do we have a process for closing overdue tasks? If not, we will need one as there are 1,055 overdue tasks in Production.

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