Tasks: setup and prize pickup
Tasks help staff record prize pickup and other actions for individual readers. An Award recognizes a reading milestone. A linked Task records the staff action that follows, such as handing over a prize. Readers cannot see or complete Tasks.
For example, a reading program organizer (RPO) can create a Task for a summer reading T-shirt. When a reader earns the associated Award, staff can see that the reader is eligible and check off the Task after handing over the T-shirt.
Video guide
The 5:53 Task Tutorial demonstrates prize Tasks, checking off completions, an individual Reader Page, and Task setup. Approximate sections:
- 0:00–1:15: Awards and Tasks overview; Earned and Completed counts.
- 1:15–3:00: Reader lists, completion checkboxes, search, filtering, and Download CSV.
- 3:00–3:35: Awards and Tasks on an individual Reader Page.
- 3:35–4:25: Create a Task with a title, description, and Award trigger.
- 4:25–5:53: An additional Group and a “Talk to a Librarian” staff Task.
The written steps below provide a desk reference for the same tools.
Set up a prize-pickup Task
Create the Award for your milestone first if pickup will depend on that Award. Then create the Task in the same Group or Activity.
- Open the Group or Activity and select Awards and Tasks.
- Select Create Task.
- Enter a descriptive Task Title. The video’s example is 300 Books.
- Enter a Task Description with the instructions staff need when handing over the prize.
- Under Task Trigger, choose the Award that makes a reader eligible for this prize. Available triggers are the Awards in that Group or Activity. Choose No Trigger for a staff action that does not depend on an Award.
- Select Create Task to save it.
Example from the video: The “300 Books” Task tells staff to give the reader a new book from the prize bin. Its setup includes an Award-trigger selector. For your program, choose the Award that matches the intended milestone, then check off the Task when the reader collects the prize.
The book count and prize are examples. Choose the milestone and reward that fit your program.
Record a reader’s prize pickup
- Find the correct reader and open their Reader Page.
- Select Awards and Tasks. Choose the relevant Group or Activity and use the Awards and Tasks tabs to review the reader’s records.
- Check that the reader earned the required Award and review the matching Task’s completion status.
- If the Task is incomplete, hand over the prize according to your library’s rules, then check off that Task.
If the Task is already complete, check the existing pickup record before giving another prize. Refer disputed or replacement pickups to your designated staff lead.
Keep each reader separate. When a parent manages more than one child, review the Award and Task for the child collecting the prize.
Review eligible readers and completed pickups
Open Awards and Tasks from the Group or Activity. Use the Task panel’s three-dot menu to open its reader list. The tutorial shows Total Readers, Total Earned, and Total Completed, along with a search field and reader filter.
From the list, staff can:
- Search for a reader and check off Task completions.
- Review the Date Earned and Completed? columns, and use the sorting and filtering controls to review names and completion records. Completed readers appear at the bottom by default.
- Select Download CSV to download the Task list.
Date Earned identifies milestone eligibility. Use Completed? to check whether staff have recorded pickup.
Use Tasks for other staff actions
The tutorial also shows a Talk to a Librarian Task for a discussion about a participant’s summer reading experience. Tasks can support staff follow-up as well as physical prizes.
Select No Trigger when an action does not depend on an Award. You can add or edit Tasks while a program is running, and existing Tasks can be edited or deleted from the Awards and Tasks area.
Use the same workflow with paper reading logs
For an Award-triggered prize, enter the paper reading in the reader’s record before checking eligibility. Then use the same pickup Task when the reader collects the prize.