Managing Tasks

Users with proper Security Permissions for tasks can create and assign tasks to other CINC users or board members in an association.

The ability to create, view, edit, and delete tasks is tied to Security Permissions. If you cannot see or interact with your tasks as needed, contact your system administrator.

Viewing/Editing a Pending Task Assigned to You

In the Tasks section of the left side navigation menu, click on the task to open the Task Entry screen. This screen can also be accessed by clicking File > Tasklist. If you are using universal navigation, click Tasks > View All.
Select the association to view your tasks.
Edit the following as needed:
- Due Date: Enter or select the date on which the task is due.
- Start Reminding Me On: Enter or select the date on which task reminders will start.
- Assigned: Select the user’s name from the dropdown list if the task is being assigned to someone other than the current user.
- Status: Select the task’s status from the dropdown, Pending or Completed.
- Task: Enter a description for the task.
Click Save.

Creating a New Task

In the Tasks section of the left side navigation menu, click Add to open the Task Entry screen. You can also access the screen by selecting File > TaskList, then clicking New. If you are using universal navigation, click Tasks > View All.
Select the association as needed.
Edit the following as needed:
- Task Type: Select My Tasks from the dropdown.
- Due Date: Enter or select the date on which the task is due.
- Start Reminding Me On: Enter or select the date on which task reminders will start.
- Assigned: Select your user’s name to assign the task to yourself or another user’s name if the task is being assigned to someone else.
- Status: Select the task’s status from the dropdown, Pending or Completed.
- Task: Enter a description for the task.
Click Save.

Creating a New Board Task

In the Tasks section of the left side navigation menu, click Add to open the Task Entry screen. You can also access the screen by selecting File > TaskList, then clicking New. If you are using universal navigation, click Tasks > View All.
Select the association as needed.
Edit the following as needed:
- Task Type: Select Board Tasks from the dropdown.
- Due Date: Enter or select the date on which the task is due.
- Start Reminding Me On: Enter or select the date on which task reminders will start.
- Assigned: Select your user’s name to assign the task to yourself or another user’s name if the task is being assigned to someone else.
- Status: Select the task’s status from the dropdown, Pending or Completed.
- Task Category: Select the task’s category from the dropdown. Set up under System > Drop Down Options/Drop Down List: Board Task Categories. If you are using universal navigation, click Settings > General > Drop Down Options.
- Homeowner: Search for and select the homeowner related to the task assigned to the board member.
- Task Subject: Enter a task title (subject).
- Task: Enter a description for the task.
Click Save.

Viewing/Editing All Pending Tasks

In the Tasks section of the left side navigation menu, click View to open the Task List screen. You can also access the screen by selecting File > TaskList. If you are using universal navigation, click Tasks > View All.
Select the association or All associations.
Choose a Show type of Task option, select a Status, and click Refresh.
To edit a task, click on the task hyperlink.
On the Task Entry screen, edit the task as needed, then click Save.
For board tasks, you can click New Message on the Task Entry screen to create a message to send to the board member assigned to the task. Previously sent messages are listed on the screen.
On the New Task Message screen, complete the following and click Save:
- Important: Select the checkbox to send the email immediately.
- Subject: Enter a message title.
- Message: Enter the message text.
- Select an attachment: Browse to and select a file to attach to the message as needed.

Deleting a Task

In the Tasks section of the left side navigation menu, click View to open the Task List screen. You can also access the screen by selecting File > TaskList. If you are using universal navigation, click Tasks > View All.
Select the association or All associations.
Choose a Show type of Task option, select a Status, and click Refresh.
Select the checkbox(es) next to the task(s) to be deleted.
Click Delete.