How to Create a Task Tracker Page

Tip

Task Tracker pages will automatically display accessible tasks from the selected "Task Group". Using this page type makes sharing content on a web portal faster. Here is a preview of the Task Tracker page from a contact's view.

1. 👆 Navigate to Campaigns 👉 Select the campaign of interest from the list.

2. 👆 Click "Web Portal" 👉 Navigate to "Pages".

3. 👆 Click "Add Page".

4. 👆 Select an option in the "Accessible To" section. This will control who can see the page.

Your user account will need permission to set access to "Public" or "All Users".

5. ✍️ Enter the page name and choose "Task Tracker" from the "Type" drop-down.

Warning

To assign a "Task Group" to the "Task Tracker" page, the group must first be created: How to Create a Task Group.

6. 👆 Click "Add Task Group" and select a task group from the drop-down menu. Repeat this step to display multiple groups.

7. 👆 Click the "From Date" field to choose the date from which the task will apply. The tasks in the group will not be accessible to the end user if the date has not yet passed.

8. 👆 Click "Format" to format the page as required.

9. 👆 Click 'SAVE AND RETURN'.

10. 🥳 The Task Tracker page will now appear in the list of pages.