Summary
A Task is simply something Kadince needs you to do—approve an entry, confirm your hours, write a response, or check off a to-do on a project.
This guide covers everything you need to know as someone completing tasks day-to-day: what tasks look like, where to find them, how to complete them, and what to do if something looks off.
Looking for the deep-dive? This article covers the essentials. For the full breakdown—including how admins build and automate tasks—see the Tasks Guide.
What's Different?
What's Different?
If you used Kadince before the Enhanced Tasks Engine, most of this will feel familiar—but a few things behave differently now.
What You Used To Do | What's Different Now |
Used Edit Approvers on the entry to change who was approving something | That menu option is gone. Approvers are now task assignees—open the approval task itself (click its task bubble → three-dot menu → Edit → Assignees tab → +) to add or change who's approving |
Called them "Approvers" | Same role, new name: they're now called Assignees |
Clicked a task and always got a task detail pop-up | Some tasks (default system tasks) don't have their own detail screen. Clicking one opens the related record's detail view instead, with the action button (Approve, Confirm Hours, etc.) waiting there |
Picked your approver right on a submission form | Forms no longer ask you to choose an approver at submission |
Saw a fixed Task Table your admin set up | You can now add or remove columns, add filters, and save your own custom views—no admin needed. See Where Do I Find My Tasks? below |
Had one person handle an approval | Some approvals now require more than one person to sign off (or just one of several). Check the Assignees tab on a task to see who else is involved and how many are required |
Reports: Adding Rows/Columns via the Edit button | Reports now let you add columns via the drop-down icon in each column: select Add Column Left/Right |
What Kinds of Tasks Will I See?
What Kinds of Tasks Will I See?
Every task falls into one of two buckets:
General Tasks: a to-do assigned to you, either a default system task (see below) or something custom built by your team.
Approval Tasks: a task asking you to approve, decline, or weigh in on an entry, usually as part of a multi-step approval process.
How to Complete Default Tasks
How to Complete Default Tasks
Some tasks come built into Kadince and clear automatically the moment you take the matching action—you don't need to hunt for a "Mark Complete" button.
Here's the full list:
Task | What Completes It |
Approve | Clicking Approve, Decline, or Suggest Edits |
Confirm Hours | The volunteer clicking Confirm Hours—only the volunteer can clear this one |
Mark As Paid | Clicking Mark as Paid and/or filling in Date Paid and Paid By |
Write a Response | Filling in the Response field on a Complaint, Compliment, or Suggestion |
Respond | Clicking Mark as Responded to and/or filling in Date Responded |
Assign an Owner | Selecting a user in the Owner field |
Assign Approvers | Assigning a Sequence with at least one approval task to the entry |
Review CRA Eligibility | Clicking CRA Eligible or Not CRA Eligible |
Review Account Allocation Errors | Resolving the dollar-amount difference between the total allocation and the Donation amount |
Add Approval Content | Uploading content to a Marketing Project's Approval Content section |
Add a Registration Item | Adding a registration item to an Event |
Associate a Portal | Selecting a portal in an Event's Associated Portal field |
Good to know: meeting the requirement above completes the task—even if it wasn't sitting in your task list waiting for you. Do the thing, and the task disappears on its own.
Where Do I Find My Tasks?
Where Do I Find My Tasks?
Your Task List
Your Task List
Click Tasks in the side navigation
Click the open side-drawer icon next to any task to see its details
This table shows every task assigned to you (or visible to you, based on your permissions) across Kadince. If you don't see a task you're expecting, check your Saved Views and Filters in the top right—they may be hiding it.
Tasks Tied to One Specific Record
Tasks Tied to One Specific Record
Navigate to the entry (Donation, Event, Project, etc.)
Click the Tasks sub-tab
This shows every pending and completed task tied to that one record.
Completing a Task
Completing a Task
Click the open side-drawer icon next to a task to open its details. Not every task has a detail view—some default system tasks open the related entry directly instead, with the action button (like Approve or Confirm Hours) waiting for you there.
What You Might See on a Task
What You Might See on a Task
Task & Description: the name and any details about what's being asked
Priority: None, Low, Medium, or High
Checklist: sub-steps you can check off
Due Date: when the task needs to be done
Notes & Attachments: extra context or files
Heads up: checking off checklist items does not complete the task. You still need to click Mark Completed once everything's done.
Understanding Task Bubbles
Understanding Task Bubbles
If a record has a Sequence attached, you'll see a row of colored bubbles at the top of its detail view. Click any bubble to see that step's details, assignees, and requirements.
Pending: waiting on an assignee to act
Completed: done
Declined: rejected or sent back
Alert: needs a closer look (e.g. review suggested edits)
Approving or Declining Something
Approving or Declining Something
From the Tasks Table
From the Tasks Table
Click Tasks in the side navigation
Click the open side-drawer icon for your Approve task
Under Details, scroll to Association and click the entry's title to open it
Click Approve or Decline (options vary by entry type)
Click Submit to confirm
From an Email Notification
From an Email Notification
If you don't log in to Kadince regularly, click View Task in the email notification, then select your response.
Acting on Someone Else's Behalf
Acting on Someone Else's Behalf
Approving or Declining for Someone Else
Approving or Declining for Someone Else
If a coworker is out and an approval is stuck waiting on them, you may be able to step in—Company and Module Admins can approve/decline on behalf of anyone; everyone else needs View permissions on their role.
Open the entry, then click the approval step's task bubble
Click the three-dot options icon, then Edit
In the task details, click the three-dot options button again
Select Approve or Decline
Click Submit to confirm
Confirming Hours (Volunteers Only)
Confirming Hours (Volunteers Only)
Only the listed volunteer can clear a Confirm Hours task—no one else can do it for them. From the notification email or the Hours entry, review the details and click Confirm Hours. If something's off, use the pencil icon to correct it first.
Editing, Reassigning, or Deleting a Task
Editing, Reassigning, or Deleting a Task
How To
How To
Edit: open the task, click the pencil icon next to the section you want to change, make your edit, then click Submit
Reassign: open the task, click the pencil icon next to Assignments, pick a new assignee, then click Submit
Delete: open the task, click the three-dot menu, select Delete Task, then confirm
Note: you can't edit, reassign, or delete a task that's already been completed. It has to be reopened or marked incomplete first.
FAQ
I don't see a task I'm supposed to have. What's going on?
I don't see a task I'm supposed to have. What's going on?
Double-check your task table's filters and saved view—they may be hiding it.
Ask an admin to open the task directly and confirm the assignee's name and email match your account exactly.
Still stuck? Reach out to your admin or Kadince Support.
How do I see who else is assigned to my task?
How do I see who else is assigned to my task?
Open the task and click the Assignees tab. You'll see everyone else assigned, plus how many people need to complete it for the task to count as done (one person, a majority, or everyone).
Why don't I see an "Assignees" tab on some tasks?
Why don't I see an "Assignees" tab on some tasks?
The Assignees tab only shows on custom or templated tasks. Default system tasks (like Approve or Confirm Hours) don't have one.
Still Have Questions?
Ask Fin, Kadince's AI assistant, right from the Help widget—try something like "Why do I have a task on this donation?" You can also reach out to your Kadince admin, or contact Kadince Support directly.