Tasks
Tasks help your team track to-dos and follow-ups directly on camper, staff, and family profiles. Instead of managing action items in a separate tool, tasks live right alongside the records they relate to.
Written By Ross Beale
Last updated About 4 hours ago
Creating a task
From any camper, staff, or family profile, navigate to the Tasks tab and click Add task. Each task includes:
Description - what needs to be done.
Due date (optional) - set a deadline to keep things on track.
Assigned to (optional) - assign the task to a specific team member so it's clear who's responsible.
Tasks are visible to anyone with access to the profile, so your team stays aligned on what's outstanding.
Managing tasks
Tasks are sorted with incomplete items at the top, making it easy to see what still needs attention. From the task list, you can:
Complete a task - mark it as done. The task will show who completed it and when.
Reopen a task - if something needs revisiting, you can mark a completed task as incomplete again.
Edit a task - update the description, due date, or assignee as plans change.
Delete a task - remove tasks that are no longer relevant.
Overdue tasks - where the due date has passed and the task is still incomplete - are highlighted so nothing slips through the cracks.
My Tasks
You can see all tasks assigned to you across every profile from the My Tasks view. This gives you a single place to check what's on your plate without navigating to individual profiles.
Activity tracking
All task activity - creation, completion, edits, and deletion - is logged in the profile's activity feed. If a due date changes or a task is reassigned, the activity log captures exactly what changed and when.