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FAQ

 
Q1: A user is trying to access a Task that's assigned to them, but the following error message comes up when they click Record Preview. What's going wrong?
 
User is not authorized to access page data.

This error indicates that the user doesn't have rights to see the page that the Task is attached to. To remedy this, a SPoC should adjust the user's Security Roles so that the user has access to the page the Task is associated with.

Q2: The Complete Response Follow-Up field says "Default Contact." How can I change that?
This Task is likely created by a Process. To remedy this, a SPoC should open the relevant Process record, go to the applicable Process Step and then edit the Task Owner to be the person who oversees this step of the process.

Q3: When a Task is created by a Process, the Task says "a record has been submitted which is waiting on you to perform an action. Please complete the task as described and use the workflow dialog to indicate either that it is complete or cannot be performed." Can I change that text?
No, that text cannot be edited, as it is automatically added to the Task based on the type of Process Step chosen. Editable Task instructions are available in the Instruction field of a Process Step setup, and appear after the default text.

Q4: When I add something to a record's sub-page, the item I added has a green task status indicator. But the task status indicator on the record's main page is yellow. What's going on?
When adding information to a sub-page, there is no Submit button like when a new record is created on the main page and, as such, the item added to a sub-page has a green task status indicator. But there could still be a Task outstanding on the main record (like having to submit the record for approval or someone else having to approve it); a yellow task status indicator on the main record indicates this outstanding Task.

Q5: What is the view "Incomplete: System Emails from Me" on my Home page > My Tasks tab?
This view lists any Tasks associated with system-generated Messages to be sent from the current user. These Messages are generally created by a Process step and require no action by the user, as MinistryPlatform sends the Messages and completes the Tasks every 5 minutes.