Task Bars - Process and Background

Process Task Bar

After completing an action, such as creating a new member record or generating an invoice, MiMembership displays a Process Task Bar at the top of the webpage. This task bar confirms the completed action and suggests relevant next steps to help you continue the process. You can select a suggested action or dismiss the task bar if no further action is required.

Example: Creating a Member Record

The Process Task Bar displays different suggested actions depending on the step you have completed:

1. After creating a member record: Confirms that the member record has been created successfully and provides the option to add Membership Groups.
2. After adding or changing a Membership Group: Provides the option to create a Membership Invoice.
3. After creating an invoice: Provides options to add the invoice to a Payment Plan, pay the invoice or email it to the member.

Background Tasks

Some bulk actions and report runs may take several minutes to complete. In these cases, MiMembership runs the task in the background, allowing you to continue working while the process completes.

A Background Task progress bar appears in the top-right corner of the webpage whenever a background task is running.

How Background Tasks Work

1. Start a task: When you initiate a bulk action, such as generating member statements or processing membership renewals for all members, MiMembership starts a background task.
2. Continue working: You can continue performing other actions in MiMembership while the task runs.
3. Monitor progress: The progress bar displays the percentage of the task completed.
4. View or dismiss the results: Once the task is complete, you can:
   • Click the tick icon to dismiss the progress bar.
   • Click the magnifying glass icon to view the results of the completed task.