Task Bars - Process and Background

Process Task Bar

After you perform an action, like creating a new member or an invoice, the system presents a task bar at the top of the webpage with suggested actions you may want to perform … or you can dismiss this panel

Example: Create a Member Record

• Task bar appears to confirm the member record has create successfully and to Add Membership Groups
• Task bar after changing / adding a membership group to Create Membership invoice
• Task bar after creating an invoice to Add Invoice to Payment Plan, Pay Invoice or Email Invoice

Background Task Running

Some bulk actions and report runs can take a few minutes to complete. In these cases a  background task will run while you carry on with other things. This task bar will appear top right of the webpage

• If you choose to do a bulk action, such as generating statements or running a membership renewal for all members, a background task will begin
• While this is running you can carry on with other actions
• The progress of your task will be displayed as a percentage complete
• On completion you can dismiss the progress bar by clicking on the tick or view the results buy clicking on the magnifying glass button