**Please note that this article touches on certain functionality that is only available to FastRecruit with premium feature add-on or FastRecruit Connect subscribers. Please contact our sales team to learn more firstname.lastname@example.org.**
FastRecruit with premium features add-on subscribers have access to the Task feature which allows you to assign Tasks to yourself or other coaches. Tasks are meant to remind coaches to complete important activities such as texting a recruit to congratulate them on a big victory or reaching out to an AAU coach to ask some additional questions. Tasks can be managed from both the web portal and the mobile app. This article will cover Tasks on the web portal.
All FastRecruit users can document the last time you contacted each recruit. This will help identify recruits that you haven't touched base with in a while and prioritize your communications.
1. On the web portal, you will see a new checkmark icon on the top toolbar. Depending on if you have any outstanding Tasks, you will see the icon displayed in red or gray as seen below:
2. Selecting the Tasks icon will pull down a menu as seen below. Select the + icon to begin creating a new Task:
3. In the Add Task window, enter the following information, then click Save.
- Recruit: If the Task is specific to a recruit, search for them here. Leave this field blank if the task is not specific to a recruit. This field is optional.
- Assigned To: Select the coach who this Task should be assigned to. This is a required field.
- Date: Select the due date for this Task. This is a required field.
- Due Time: Select the due time for this Task. This field is optional. Due time will default to 12:00 AM if no time is specified.
- Instruction: Enter the details of the Task. This is a required field.
1. In the Tasks menu, you'll see 4 tabs listed across the top: Due, Assigned, All Staff & Complete:
- Due: Will show any Tasks assigned to you
- Assigned: Will show any Tasks you have created and assigned, including Tasks you assigned to yourself
- All Staff: Will show any outstanding Tasks assigned to any coach on staff
- Complete: Will show any completed Tasks by any coach on staff
2. Outstanding tasks will appear in two colors:
Blue - Indicates Task is not past due date/time
Red - Indicates Task is past due date/time
3. When you click on a Task, you will see a menu like the one below. You have the option to mark the Task as completed, or to edit the details of the Task. If you created the Task, you'll also have the option to delete the Task.
4. When you select Mark Tasks Completed, you'll see a pop-up like the one below prompting you to document your recent contact with the recruit. We recommend clicking Set Last Contact if you did indeed interact with the recruit.
5. After selecting Set Last Contact, you'll see a pop-up like the one below. Here you can document the details of your interaction. Documenting this interaction will help you track compliance, as well as keep track of which recruits you haven't contacted in a while.
6. In the recruit profile, you will see any Tasks linked to the recruit, and can create or mark Tasks as complete from here as well:
Documenting Last Contacted:
1. When you complete a task, you are prompted to document your last contact with a recruit as seen above. You can also document the last contact you had at any time from the Recruits tab or Home tab.
2. From the Recruits tab, you will see a column labeled L.Contacted. Hovering your mouse over this column will show an option + Set Last Contact as seen below:
3. Selecting + Set Last Contact will bring up the window seen below where you can document details of your interaction with the recruit. The recruiter, date, time and note fields will fill in default values based on who is logged in and the current date/time. The method (text, call, email, etc.) will not default and can be filled in manually as needed. Additional notes can be added to document details of the interaction.
4. Once documented, you'll see the date you last contacted that recruit under the L.Contacted column. Hovering your mouse over the date will show details of the interaction including date, time, coach and method.
5. You can then sort your recruit list by the L.Contacted column simply by clicking on the column header. This will help you identify who you haven't contacted in a while.
6. FastRecruit premium level subscribers can also utilize this feature from the Home tab. You will see the date each recruit was last contacted to the right of each recruit in your recruit list. You can sort your recruit list by L.Contacted to see who you haven't reached out to in a while. Clicking on a recruit will pull up a menu where you can document the last time you contacted them.