Meeting Responsibilities (Duty Roster) Table of Contents...Meeting Responsibilities (Duty Roster) 3. This will take you to the Duty Roster page, which would show a list of all the

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Meeting Responsibilities (Duty Roster)

Table of Contents

Introduction ………………………………………….……………………………….……….…………….………………. Page 2

How to add duties to the Duty Roster …………………………………………….….…………………………. Page 2

How to add Groups to the Duty Roster ………………………….…………………….……………….………. Page 5

How to add the Duty Roster Widget to the Homepage ……………….……………………….………. Page 7

How to add the Duty Roster Widget to the Bulletin ………………………………………………………. Page 10

How to add the Duty Roster Widget to the Custom Page …………………………………………………. Page 12

Add a Duty Roster link to the Club Information Widget…………………………………………………. Page 15

Support and Training Information …..…..……………………………………………………………….………. Page 22



Introduction

The following guide will provide you with the steps needed to utilizing the Meeting

Responsibilities (Duty Roster) function. With this function, you can assign tasks for

members to complete during meetings. This new tool will provide you with the ability to

assign multiple tasks in an organized list. Please note, that this new function is

available only on ClubRunner Version 3.0.

How to add duties to the Duty Roster

1. Login to the Admin page.

2. Tap on the Organization tab and click the Meeting Responsibilities (Duty

Roster) link.

You may also tap on the Website tab and click on Website Content link. Simply click

the Meeting Responsibilities (Duty Roster) button.



3. This will take you to the Duty Roster page, which would show a list of all the

duties on your duty roster. If you are just getting started, it would be empty.

4. Click on the Add New Position button on the top right of the list.

5. Next, fill out the following:



Position Name: Enter the name of the position you would like to assign.

Show this Position on website: Select “Yes” to have this field show on the front

end page. To hide the position, select “No”.

Assign member to this position?: Choose to assign a member to this now by clicking yes or no to assign it another time

Select Member: Choose a member or Other user to be assigned the position

Add this position to a group? : Select the group you wish to have the duty added to. If none are available, choose “Create New Group…”.

Show this group and its positions on website? : This option allow you to

show (Yes) or hide (No) entire groups from the website.

Show Group Name: This option allows you to show (Yes) or hide (No) the group

name.

6. Click the Save button to keep you changes.



How to add Groups to the Duty Roster

1. Login to the Admin page.

2. Tap on the Organization tab and click the Meeting Responsibilities

(Duty Roster) link.

You may also tap on the Website tab and click on Website Content link. Simply click the Meeting Responsibilities (Duty Roster) button.



3. This will take you to the Duty Roster page, which would show a list of all

Groups and Duties within them. If you are just getting started, it would be empty.

4. Click on the Add New Group button on the top right of the list.

5. Next, fill out the following:

Show this group and its positions on website?: This option allow you to

show (Yes) or hide (No)groups from the website.

Show Group Name: This option allows you to show (Yes) or hide (No) the group name.

Group Name: Enter the name of the Group you are creating.

6. Click the Save button to keep you changes.



How to add the Duty Roster Widget to the Homepage

1. Login to the Admin page. 2. Tap on the Website tab and click the Website Designer 3.0 link.

3. Click on Edit Content button



4. Click on the Events tab

5. Left click and hold your left mouse button over the widgets and drag the widget

from the left and drop it within the website. Depending on where you drop the

widget it will resize.



6. Click the Publish button to finalise the changes on the website.

How to add the Duty Roster Widget to the Bulletin

1. Login to the Admin page. 2. Tap on the Bulletin tab and click the Manage Bulletins link.

3. Click on the Edit Bulletins button



4. Click on Edit next to the bulletin you wish to modify





from the left and drop it within the Bulletin. Depending on where you drop the widget it

will resize.

7. Click the Publish button to finalise the changes on the website



How to add the Duty Roster Widget to a Custom page

1. Login to the Admin page. 2. Tap on the Website tab and click the Website Content link.

3. Click on Pages on the left hand side and click on the Custom Pages button

4. Click on Edit next to the page you wish to modify




6. Left click and hold your left mouse button over the widgets and drag the widget from the left and drop it within the Bulletin. Depending on where you drop the widget it will resize.




How to add the Duty Roster link to the Club information Widget

1. Login to the Admin page. 2. Tap on the Website tab and click the Website Content link.

3. Click on Pages on the left hand side and click on the Custom Pages button



4. Click on Edit next to the page you wish to modify





from the left and drop it within the Bulletin. Depending on where you drop the

widget it will resize.




8. Login to the Admin page

9. Tap on the Website tab and click the Website Designer 3.0 link.

10. Click on Edit Content button



11. Click on the Essentials tab

12. Grab the Meeting Information widget, left click and hold your left mouse button

over the widgets and drag the widget from the left and drop it within the

website. Depending on where you drop the widget it will resize.



13. Click the Settings button of the meeting Information widget

14. Add the Custom Link URL and Custom Link Text

*Note URL is based on the Permalink used in the custom page. Please the link below as an example

Portal.clubrunner.ca/pages/Permalink



15. Click Save to finalize the change




Support & Training

Visit our Support Center at http: www.ClubRunnerSupport.com to access all resources available,

including submitting a support ticket, searching the Knowledge Base, downloading helpful “how-to”

documents and viewing on-demand demos. The following is a list of all the various resource guides

available to you.

Knowledgebase This is where you will find access to hundreds of articles answering frequently asked questions on how to do virtually everything on ClubRunner.

Downloads This area contains useful documents referenced within this guide, including the Member Cheatsheet, access rights matrix, presentation agenda, and more.

On-Demand Videos For frequently asked questions on how to do certain things on ClubRunner, we have recorded video tutorials available for you to view.

Webinar Training We hold several webinars every week on the various modules of ClubRunner. These are open to any member of your club, and we recommend that you send your board members to attend.

Submit a Ticket For technical support, use our Support Center to submit a ticket, or send an email to [email protected]. Our turnaround time for email tickets is 2 business days.

Community Start a conversation with other ClubRunner customers on best practices, tips and tricks, feature enhancements and more. The discussion forum is a great place to learn how other customers are utilizing ClubRunner to manage their club website.

For the latest ClubRunner updates, follow us on:

Website Designer 2.0

http://www.twitter.com/clubrunner

http://www.facebook.com/clubrunner

http://iloveclubrunner.blogspot.com/







http://www.clubrunnersupport.com/

http://clubrunner.helpserve.com/Knowledgebase/List

http://clubrunner.helpserve.com/Knowledgebase/List/Index/133/downloads

http://www.clubrunner.ca/videos

http://www.clubrunner.ca/webtraining

http://clubrunner.helpserve.com/Tickets/Submit

mailto:[email protected]

http://community.clubrunner.ca/













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Meeting Responsibilities (Duty Roster) Table of Contents...Meeting Responsibilities (Duty Roster) 3. This will take you to the Duty Roster page, which would show a list of all the