Working with Events and Tasks

Understanding Events and Tasks

PawPlacer uses two types of scheduled items:

• Events: External-facing activities like adoption events, meet-and-greets, or fundraisers
• Tasks: Internal organization operations like feeding schedules, medical care, or administrative work

Both appear in your Schedule View with different colors and management options.

Working with Events

Events appear as blue items in your Schedule View.

To view event details:

1. Click on any blue event in the Schedule View
2. An Event Details window opens

The window shows:

• Event name and description
• Date, start time, and end time
• Location information
• Associated pets (with photos)
• Notes or special instructions

Available actions:

• Edit: Update any event information
• Delete: Remove the event entirely
• Duplicate: Copy the event for recurring activities
• Manage Pets: Add or remove associated animals

Note: To create new events, go to the Events page from the main navigation.

Working with Tasks

Tasks appear in various colors based on their tags.

To view task details:

1. Click any task in the Schedule View
2. Or click a task in Today's Tasks (it will highlight in the Schedule View, then click again)
3. A Task Details window opens

The window shows:

• Task name and description
• Due date and time
• Current status
• Assigned team members
• Associated pets (with photos)
• Tags for categorization

Available actions:

• Update Status: Change between pending, in progress, or completed
• Edit: Modify any task details
• Reassign: Change team member assignments
• Delete: Remove the task
• Duplicate: Copy for similar or recurring tasks
• Manage Pets: Associate relevant animals

Note: To create new tasks, go to the Boards page from the main navigation.

Visual Organization

Color coding helps identify items quickly:

• Blue: All events
• Task colors: Determined by their tags
• Each tag has its own color
• Colors help categorize task types
• Set up tags in the Boards section

Finding Items Across Time

From the dashboard:

1. Use arrow buttons to navigate weeks
2. Use Quick Search to find items by name
3. Search results show upcoming items from any date

For comprehensive management:

• Events page: Full event history and creation
• Boards page: Complete task management and organization

Best Practices

Daily workflow:

• Start by reviewing Today's Tasks
• Check the full week in Schedule View
• Update task statuses as you complete them
• Click items to see full details before starting work

Organization tips:

• Always associate relevant pets with tasks and events
• Use descriptive names for easy searching
• Duplicate recurring items to save time
• Keep event locations and times updated

The dashboard provides quick access to view and update your daily activities, while the dedicated Events and Boards pages offer full management capabilities.