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| + | #REDIRECT [[The Task List]] |
| − | <div style="text-align: left;">[[Getting_Started-TableOfContents|Table of Contents]] | [[Getting_Started-Main_menu_modules|Previous]] | [[Getting_Started-Where_to_go_next|Next]] | [[Getting_Started-Index|Index]]</div>
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| − | <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
| + | __NOINDEX__ |
| − | <span>[[Getting_Started-The_Basics|The Basics]]</span> : Task List</div>
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| − | <div style="font-family: Cambria; font-size: 18pt;"><span id="wwpID0E0BC0HA">Task List</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0AC0HA">The </span><span style="font-weight: bold;">Task List</span> always displays on the left-hand side indicating items that may need attention. Click on the task list item to go directly to these items. The same <span style="font-weight: bold;">Task List</span> shows for all staff and is the same <span style="font-weight: bold;">Task List</span> that displays when selecting the <span style="font-weight: bold;">Message Center</span> tab in the <span style="font-weight: bold;">Dashboard</span> module.</div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E06B0HA">The Task List will refresh automatically when new Tasks arrive but feel free to click the refresh button [[Image:Getting_Started-Task_List-image61.png]] any time to make sure you are viewing the latest counts.</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E05B0HA">[[Image:Getting_Started-Task_List-image62.png]]</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04B0HA">In this example, </span></div>
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| − | <td style="width: 18pt"><div style="font-family: "Times New Roman"; font-size: 11pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]</div></td>
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| − | <td><div style="font-family: "Times New Roman"; font-size: 11pt;"><span id="wwpID0E03B0HA">31 prospects have submitted a membership application and are pending approval</span></div></td>
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: "Times New Roman"; font-size: 11pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]</div></td>
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| − | <td><div style="font-family: "Times New Roman"; font-size: 11pt;"><span id="wwpID0E02B0HA">Multiple items have been submitted by members in the Member Information Center and are waiting for your approval before they would display on your website: Hot deals, MarketSpace, News Release, Events, and Job Postings. </span></div></td>
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| − | </tr>
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: "Times New Roman"; font-size: 11pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]</div></td>
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| − | <td><div style="font-family: "Times New Roman"; font-size: 11pt;"><span id="wwpID0E01B0HA">1 publication request is queued right now. They require you to create mailing labels and mark as sent.</span></div></td>
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| − | </tr>
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| − | </table>
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| − | <div style="margin-left: 18pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: "Times New Roman"; font-size: 11pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]</div></td>
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| − | <td><div style="font-family: "Times New Roman"; font-size: 11pt;"><span id="wwpID0E0ZB0HA">10 Reminders for today are waiting for the person logged in.</span></div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: "Times New Roman"; font-size: 11pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]</div></td>
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| − | <td><div style="font-family: "Times New Roman"; font-size: 11pt;"><span id="wwpID0E0YB0HA">27 Member payments have been made by members but no invoice was specified. You will need to create the appropriate payment or receipt and then return to this list and mark them as complete.</span></div></td>
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| − | </tr>
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| − | <div style="margin-left: 18pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: "Times New Roman"; font-size: 11pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]</div></td>
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| − | <td><div style="font-family: "Times New Roman"; font-size: 11pt;"><span id="wwpID0E0XB0HA">20 invoices are queued but not yet created.</span></div></td>
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: "Times New Roman"; font-size: 11pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]</div></td>
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| − | <td><div style="font-family: "Times New Roman"; font-size: 11pt;"><span id="wwpID0E0WB0HA">1 Web Lead is awaiting your approval</span></div></td>
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| − | <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0VB0HA">Task List Description</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]<span id="wwpID0E0UB0HA">Mbr Signups</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0TB0HA">Increments when an online membership application has been submitted and is pending. </span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]<span id="wwpID0E0SB0HA">Hot Deals</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0RB0HA">Increments when a Hot Deal is pending and needs approval or a Hot Deal is In-Cart and needs attention</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]<span id="wwpID0E0QB0HA">New Events</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0PB0HA">Increments when an event is pending and needs approval</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]<span id="wwpID0E0OB0HA">Job Postings</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0NB0HA">Increments when a job posting is pending and needs approval or a new job posting is In-Cart and needs attention</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]<span id="wwpID0E0MB0HA">Pub. Requests</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0LB0HA">Increments when a publication request from the Info Request module requires distribution. *Requires Basic, Plus or greater</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]<span id="wwpID0E0KB0HA">Reminders</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0JB0HA">Increments when a follow-up has been designated for today’s date; follow-ups are created on the </span><span style="font-weight: bold;">Communication</span> tab of a members’ record.</div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]<span id="wwpID0E0IB0HA">Mbr Payments</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0HB0HA">Increments when a member </span><span style="text-transform: uppercase;">has</span> paid a bill online in their Member Information Center and needs to be processed by staff. <span style="font-family: Calibri; font-size: 11pt;">*Requires Plus or greater</span> </div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]<span id="wwpID0E0GB0HA">Invoices</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0FB0HA">Increments when an invoice is queued and ready to be created. This list includes Recurring Fee batches, One-time fees, Group invoice batches, and event invoices. Set the default “look-ahead” month for “Assigned fees for” the selected month under </span><span style="font-weight: bold;">Setup->Billing Options and Settings</span>. <span style="font-family: Calibri; font-size: 11pt;">Integrated Billing</span> only.</div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0EB0HA">[[Image:Getting_Started-Task_List-image63.png]]</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]<span id="wwpID0E0DB0HA">Web Leads</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0CB0HA">Increments when a lead generated through the </span><span style="font-weight: bold;">Contact These Businesses</span> button has been entered by a visitor on your website. These leads require your approval before delivery to the member. Turn on the features to receive and approve leads under <span style="font-family: Calibri; font-size: 11pt; font-weight: bold;">Setup->Business Directory Control Panel</span>. </div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]<span id="wwpID0E0BB0HA">QB Updates</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0AB0HA">Increments when a change has been made in the software but has not been synchronized with QuickBooks (only available with </span><span style="font-family: Calibri; font-size: 11pt;">QuickBooks integration</span>). <span style="font-family: Calibri; font-size: 11pt;">*Requires Plus or greater</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E6HA"> </span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E5HA">[[Image:Getting_Started-Task_List-image64.png]]</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;">[[Image:Getting_Started-rd_bullet.jpg|9px]]<span id="wwpID0E3HA">QB Invoices</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E2HA">Increments when one-time invoices or event invoices are queued and ready to be created; does </span><span style="text-decoration: underline;">not</span> indicate the number of recurring member invoices that are outstanding (only available with <span style="font-family: Calibri; font-size: 11pt;">QuickBooks integration</span>). <span style="font-family: Calibri; font-size: 11pt;">*Requires Plus or greater</span></div>
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| − | <div style="font-family: "Times New Roman"; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E1HA">[[Image:Getting_Started-Task_List-image65.png]]</span></div>
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