Changing How Tasks Are Displayed

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In this video, we’ll show you how to change how tasks are displayed on the signup sheet.

To get started, we’ll return to our organization’s Annual Charity Basketball Game by clicking Events and then making our selection from the “Events” list.

By clicking on the “Preview” tab, and then selecting “Volunteer” in the “View as” field, we can see how our current signup sheet will look to potential volunteers.

We don’t want volunteers to have to click separate tabs to see the signup sheet for a particular task.

To make this change we’ll click the “Settings” tab. If not already selected, click on the “Display” tab.

In the Task section, the “Task Display” allows us to change how tasks are displayed on the signup sheet, and in the “Manage” and “Preview” Tabs in the administrator application.

In the “Task Display” field, we’ll select “List.”

Our Charity Basketball Game is a one day event, so we’ll leave the “Hide Old Tasks” checkbox unchecked. However, let’s imagine our event spanned one week. If a potential volunteer visits our signup sheet on the third day of the event, they would still see tasks completed during the first two days. So we would want to remove them from the signup sheet by checking this box.

To save our changes, we’ll click “Save” and then return to the “Preview” tab.

As you can see, the tasks are now displayed vertically down the page. Volunteers can view additional tasks by using the browser’s vertical scroll bar.

If we wanted these same settings applied to any new events we create, we would make the same changes within the Organization menu. To do so, click on the “Default Settings” tab and make the above changes within the “Display” tab.

We hope you enjoyed this video and found it helpful. If you have additional questions, please contact us or visit our Support Forum.