How to Set Up HaloTaskManager

HaloTaskManager brings more flexibility, intuition and user control than ever before. 

Getting Started

• Task Types
• Task Forms

• Enabling Tasks through Event Features

• Loading Tasks onto the HaloDashboard

What's Next?

Click here to jump to our next User Guide: Using HaloTaskManager

Getting Started

Only Halo Admins have access to the HaloHub and can view the HaloTaskManager Setup.
If you don’t see the HaloTaskManager options mentioned in this guide, reach out to your Partnership Manager for support.

Task Types

Task Forms 

Enabling Tasks through Event Features

Loading Tasks onto the HaloDashboard 

What's Next?

Now that you've got the HaloTaskManager set up, it's time to see how these tasks are used in real time!
Click here to jump to our next User Guide: Using HaloTaskManager