Lesson 6 · Volunteers and tasks

Tasks, calendar, timesheets, thanks.

Goal of this lessonTo give volunteers tasks, record their time and make their contribution visible at year end.

A volunteer's pathContacttag: Volunteer1Taskassigned in a project2Calendarshift · meeting3Hourstimesheet4Thankstotal hours · letter5
A volunteer is a contact record; the work lives in project tasks, the time in timesheets. At year end a report shows who gave how many hours.

  1. Assign the task

    Open the "Saturday book delivery" task in the project, assign the volunteer, give it a date.

    Project tasks kanban

    Tasks stage by stage: waiting, in progress, done. Volunteers see their own tasks here.

    1. Record the hours

      The volunteer's time is written on the task's timesheet; Timesheets shows the totals.

      Timesheet on a task

      The task's timesheet: who, which day, how many hours.

      1. Meet in the calendar

        Shifts and trainings are meetings in Calendar; invitations and reminders go on their own.

      Should a volunteer be a user?
      Not every volunteer needs to log in. The coordinator can enter the hours; a regular volunteer gets a user with limited rights.

      Case: year end

      Report
      40 volunteers, 1,260 hours; certificates for the five who gave the most.

      Check yourself

      Where are volunteer hours written?
      On the task's timesheet.