Tasks and events

Assign work with due dates and checklists, and plan events with RSVPs and check-in.

Tasks#

Open Field › Tasks to turn plans into assignments.

1. Create a task with a title, description, due date (Nairobi time) and priority.
2. Choose the assignee type (for example volunteer, team or staff member) and then the assignee.
3. Optionally link a related item and add a checklist.

Move tasks through their statuses, discuss them in comments, and see overdue tasks highlighted. To notify the assignee, choose Prepare assignment notice: it goes through the normal send review. Tasks also appear in the field app.

Events#

Open Field › Events to plan meetings, trainings, rallies and canvass days.

1. Create an event with a name, time, venue and capacity.
2. Pick a saved audience and choose Prepare RSVP invitation in Sends. People reply to the invitation to RSVP; replies are read through the survey inbox.
3. Send reminders the same way with Prepare reminder in Sends.
4. On the day, check in attendees from the RSVP register.

The register shows masked identities only. STOP, ACHA and SITAKI are processed before RSVP replies. The event page shows invited, confirmed and attended counts.