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Assigning Needs to Initiatives

Note: This article is geared toward site managers. If you are an agency manager whose site allows agency managers to assign needs to initiatives, check out the article Posting and Managing Your Agency's Needs, which explains the posting and management of needs from the agency management area.

Once you've created and submitted a need, you can assign it to an initiative. You can assign needs to initiatives individually or in bulk.

Adding an Individual Need to an Initiative

To add a single need to an initiative:

  1. From your site manager panel, go to Volunteerism > Needs.
  2. Click on the need you wish to add to the initiative.
  3. From the Initiative dropdown, select an initiative. (Click image for a larger view.)
    dropdown_initiative_individual_need.png
  4. Scroll to the bottom of the need form and click Update Need.

Once a need is part of an initiative, the initiative will appear in the Initiative column of the needs table in Volunteerism > Needs. If the Initiative column is not visible, use the Table Filter to add or hide columns. (Click image for a larger view.)

table_needs_initiative_column.png

Note: To remove an individual need from an initiative, return to the Initiative field described above and select No Initiative. Remember to click Update Need to save your changes.

Adding Multiple Needs to an Initiative

Rather watch the video on this? Click here!

Your Connect site includes the option to assign multiple needs at once to an initiative. You can also use the method below to assign a single need to an initiative.

To assign multiple needs to an initiative:

  1. From your site manager panel, go to Volunteerism > Needs.
  2. Click the boxes to the left of the needs that you wish to assign to an initiative.
    table_checked_boxes.png
  3. From the Actions for Selected Needs dropdown, select Assign or Remove Initiative. (Click image for a larger view.)
    dropdown_assign_or_remove_init.png
  4. Select an initiative from the dropdown that appears. (Click image for a larger view.)
    dropdown_initiative_multiple.png
  5. Click Update Initiative.

All needs that are assigned to an initiative will appear as such in the needs table, as shown in this example, where some needs have been added to the Disaster Response Needs initiative. If the Initiatives column is not visible, use the Table Filter to add or hide columns. (Click image for a larger view.)

table_initiative.png

Note: To remove multiple needs from an initiative, follow the instructions above, but once you have selected Assign or Remove Initiative, select Remove from the assigned initiative and click the Update Initiative button.

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