Disciple.Tools User Documentation

Disciple.Tools | Record Tasks Modal

The Tasks modal allows you to create and manage tasks and reminders related to a specific record. To access this feature, open a record and click the Tasks button in the Record Details Bar.

Creating a New Task

When you open the Tasks modal, you will see a form to create a new task.

Task Setup

1. Choose a Task Type:
   • Reminder: Select this option to create a standard reminder. You will receive a notification on the due date.
   • Custom: Select this option to create a task with a custom description. An input field will appear where you can enter your own text for the task.
2. Set a Due Date:
   • Click on the Due Date field to open a calendar.
   • Select the date when the task or reminder should be due. You will receive a notification on this date.
3. Submit the Task:
   • Click the Create Task button to save the task.

Viewing Existing Tasks

Below the creation form, there is a section titled Existing tasks for this record. This area displays a list of all tasks that have already been created for the record you are viewing. This helps you keep track of upcoming and pending tasks without leaving the record page.

Due Date Notifications

When a task’s due date arrives, the user who created it will receive a notification inside Disciple.Tools to serve as a reminder. Users may also receive an email, depending on their personal notification settings.

• For Reminders: The notification will state that you set a reminder for that specific record.
• For Custom Tasks: The notification will display the custom note you entered.

All task notifications include a direct link to the record, allowing you to easily navigate to the page and take any necessary action.