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Plan Tasks/Reminders Question

Marie Kocher
$organization

Looking for some suggestions/solutions quickly.

A coworker and I were adding notes to a Plan within a donor’s record. We updated the Status and then added a Task to the plan with 7 warn days and to be completed on 8/25/14. This task/reminder however, did not appear on her list of reminders. 

The plan was created by me on 7/2/14. The task was created today 8/18/14 by my coworker. She is listed as the Solicitor/Primary Worker on the Plan.

Today, 8/18/14, as a test, I created a Plan for myself and added a task with no workers. That task appeared on my list of reminders.

The only thing I can think to do is to recreate the Plan and then add the task. However, we would like to not have to do this each time. We have LOTS of plans, as I am sure, many of you do as well.

 

Does anyone know what is causing the disconnect from adding a task to a plan and it not appearing on the reminders?

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  • $organization
    Marie, 
    This may be a silly question but is the Task assigned to your co-worker? I know that she is the primary worker on the plan, but unless the task is assigned to her it wouldn't show up in the reminders screen. You can also set certain managed users if for example you or your co-worker also wanted to see the tasks of certain other colleagues that you manage. 

    That's all I can think of !

    -Marta



    On Mon, Aug 18, 2014 at 12:04 PM, Marie Kocher <bounce-mariekocher5698@tessituranetwork.com> wrote:

    Looking for some suggestions/solutions quickly.

    A coworker and I were adding notes to a Plan within a donor’s record. We updated the Status and then added a Task to the plan with 7 warn days and to be completed on 8/25/14. This task/reminder however, did not appear on her list of reminders. 

    The plan was created by me on 7/2/14. The task was created today 8/18/14 by my coworker. She is listed as the Solicitor/Primary Worker on the Plan.

    Today, 8/18/14, as a test, I created a Plan for myself and added a task with no workers. That task appeared on my list of reminders.

    The only thing I can think to do is to recreate the Plan and then add the task. However, we would like to not have to do this each time. We have LOTS of plans, as I am sure, many of you do as well.

     

    Does anyone know what is causing the disconnect from adding a task to a plan and it not appearing on the reminders?



    --
    View this message online at http://www.tessituranetwork.com/Community/forums/p/12084/37302.aspx#37302 or reply to this message


Reply
  • $organization
    Marie, 
    This may be a silly question but is the Task assigned to your co-worker? I know that she is the primary worker on the plan, but unless the task is assigned to her it wouldn't show up in the reminders screen. You can also set certain managed users if for example you or your co-worker also wanted to see the tasks of certain other colleagues that you manage. 

    That's all I can think of !

    -Marta



    On Mon, Aug 18, 2014 at 12:04 PM, Marie Kocher <bounce-mariekocher5698@tessituranetwork.com> wrote:

    Looking for some suggestions/solutions quickly.

    A coworker and I were adding notes to a Plan within a donor’s record. We updated the Status and then added a Task to the plan with 7 warn days and to be completed on 8/25/14. This task/reminder however, did not appear on her list of reminders. 

    The plan was created by me on 7/2/14. The task was created today 8/18/14 by my coworker. She is listed as the Solicitor/Primary Worker on the Plan.

    Today, 8/18/14, as a test, I created a Plan for myself and added a task with no workers. That task appeared on my list of reminders.

    The only thing I can think to do is to recreate the Plan and then add the task. However, we would like to not have to do this each time. We have LOTS of plans, as I am sure, many of you do as well.

     

    Does anyone know what is causing the disconnect from adding a task to a plan and it not appearing on the reminders?



    --
    View this message online at http://www.tessituranetwork.com/Community/forums/p/12084/37302.aspx#37302 or reply to this message


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