Download Tasks

The Download Task is used to provide your team members with a link to download a document or a link to access a website, such as your registration site.  The instructions below will walk you through how to add, edit, and activate a Download Task.

Add Task

To add a Download Task, navigate to the "Tasks" page using the Tasks icon at the top-center of any page within Logistics.  Then, select the "ADD NEW TASK(S)" button toward the upper left-hand corner of the page (Fig. 1).

Fig. 1 - Tasks Page - Add New Task(s) Button.

Select the check box to the left of the "Logistics - Download" Task.  Then, select the "CONTINUE" button (Fig. 2).

Fig. 2 - Add New Task(s) Pop-up.

General Tab

After the Task has been added from the "Add New Task(s)" pop-up, you will see the task editor.  Within the "General" left-hand navigation panel, enter the core details for the Task (Fig. 3).

Fig. 3 - Download Task Editor - General Tab.

• Task Title - This is the name of the Task the team members will see on their Task list.
• Status - This drop-down indicates if the Task will show on the Task list.  Choose "Active" from the drop-down menu to activate the Task.
• Order - Task Order allows you to arrange the order of the Tasks on the Task list.  For example, if this Task should be listed first, enter "1."
• Label for Button to Complete Task - This text will display on the button the team member will select to complete the Task and return to the Task list.
• Due Date - This date is a visual reference that will show at the end of a Task on the team member's Task List and is NOT enforced.  Once this date has passed, the text color for the date will turn red.
• Cutoff Date to Receive Data - This date will prevent a team member from accessing the Task.
• Lock Task when Completed - This setting will lock the Task after the team member has completed the Task.  If set to "Yes," the team member will not be able to access the Task, regardless of Due Date.
• Auto Email Admin when Task completed - If you or someone from your organization would like to receive an email each time a Download Task has been completed, enter the email address(es) in this field.

Be sure to select the "Save Changes" button on each tab.

Task Instructions Tab

Within the "Task Instructions" left-hand navigation tab, enter any instructional text that will be displayed within the Task and choose to upload a FAQ document that will display beneath the Task instructions (Fig. 4).

• Instructions - This text will display to the team member to help them understand how to complete the Task.
• Message When Task is Complete - This text will display to the team member within the Task after the Task has been completed.
• Task FAQ Label - This text will display as a link for the FAQ Document.
• Task FAQ Document - This document will serve as a help guide for the Task.

Fig. 4 - Download Task Editor - Task Instructions Tab.

Be sure to select the "Save Changes" button on each tab.

Filters Tab

Within the "Filters" left-hand navigation tab, and if needed, select the team member roles that should receive the Download Task (Fig. 5).

Fig. 5 - Download Task Editor - Filters Tab.

Download Type Tab

Within the "Download Type" left-hand navigation tab, choose the appropriate download type, enter text for the button and file label, upload a file or enter the website URL.

Fig. 5 - Download Task Editor - Download Type Tab.

• Download Type - The Download Type can be either a Web Link or a File.  A file is a document, such as a PDF, that you upload from your computer.  A Web Link is a URL for a website.
• Download Link File Button Label - This is the text that will display within the button on the Download Task.
• Downloadable File Label - This is the label for the file the team member will download.  This file name will be displayed within the Downloads folder on their computer.
• Downloadable File - Select "Upload" or drag the file to the drop zone.
• Web link URL - Type or paste the website URL into this field.

Extra Options Tab

Within the "Extra Options" left-hand navigation tab, choose the type of completion and decide if the team member can view their download history (fig. 6).

Fig. 6 - Download Task Editor - Extra Options Tab.

• Task Completion - The Task can either be completed when the download has been initiated OR when the download has been completed and the team member has selected the "Continue" button.
• Hide past download history - Decide if you would like the team member to view their download history within the Task.

Save Changes

After all edits have been made, select the green "Save Changes" button toward the upper right-hand corner of the page. Be sure to test the Task by logging in as a team member in Logistics.

Fig. 7 - Save Changes Button.

Hide Task

If at any time you need to hide the Task from team members, select the eyeball icon to the left of the Task Title (Fig. 8). The Task's row will turn red, but the Task will still be seen by client administrators within a team member's account on the end user Logistics site.

Fig. 8 - Hide Task Option.