Becoming a member
Guide for members
What ArtsPool does
What ArtsPool does: an overview
Workforce Administration services
Compliance and other services
Requesting changes to ArtsPool's scope of services
ArtsPool: an introduction
Training quick links
Requesting work from ArtsPool
Suggested titles, descriptions, and content for tasks
How member bills are calculated
Requesting digital signature processing for a document
Share important events or deadlines with ArtsPool's calendar
Membership communication guide
New hire onboarding
Submitting a new hire task in the ArtsPool app
Guidance on creating offer letters
Employee benefits data management
Upload Proof of Vaccination
Employee Payroll Setup: A to Z Guide
Revenue and expenses
Managing petty cash
How to submit receipts to ArtsPool
Submitting bank deposits
How to code expenses and respond to clarification requests
Requesting payment for a bill
Xero-compatible check stock
Grants and contributions
Managing your NY State Grants Gateway prequalification
Requesting a grant budget or financial report
General BeyondPay training
Updating your BeyondPay password
Homescreen: Understanding My Personal Info
Changing your name with ArtsPool
Homescreen: Understanding My Actions
Homescreen: Understanding My Forms
BeyondPay training for employees
BeyondPay training for payroll admin
Accessing reports in BeyondPay
Unlocking employee accounts in BeyondPay
Verifying I-9 Forms
Approving timesheets in BeyondPay
Understanding payroll and BeyondPay
BeyondPay: approve time entries
Homescreen: Understanding Employee Management
Submitting and approving employee time off requests
Uploading and downloading an employee document in BeyondPay
Payroll FAQs - a troubleshooting guide
Downloading Pay Statements
Submit time off request in the ArtsPool app
BeyondPay mobile app
Download W2 from payroll
Paying independent contractors
Start Here: Compliance Office Hours
Compliance Toolkit basics
Providing annual sexual harassment prevention training and materials
Understanding conflict of interest disclosures
Board actions for New York nonprofits
Funding and vendor portals supported by ArtsPool
Understanding corporate policies
Fiscal control stopgaps: what NOT to do
Compliance Office Hours
COVID-19 Workforce Administration Reference Materials
The ArtsPool app
Getting started with tasks
Working with your task list
Searching for tasks
Commenting on a task
Adding a document to a task
Adding people to tasks
Member pages in the ArtsPool app
Tasks and privacy
Setting up a Google account
Google Drive tips and tricks
Syncing Google Drive files to your desktop
Exporting a Google Sheet to PDF
Getting started with Google Sheets
Migrating data between Google Apps accounts
Email like a champ with Gmail keyboard shortcuts
Submit tasks at lightning speed with email templates
Creating a Gmail filter
Adding a forwarding address to Gmail
Data security guide for members
Security on macOS
Data Security Policy
1Password account setup
1Password account management
Importing passwords into 1Password
Additional 1Password accounts for members
Other technology resources
Working with documents
Governance and other goodies
Terms of Service
What's changed: 2020 ArtsPool Service Agreement Update Summary
Dispute and Indemnity Summary
Annex A: Pricing and Billing
Annex B: Member Service Contact List
Annex C: Member Services List
Annex D: Onboarding Procedures
Annex G: Data Security Policy
Annex H: Limitations of Liability and Indemnification
Annex I: Dispute Resolution
Annex J: Improvement Process for Members not in Good Standing
Annex M: General Legal Provisions
Annex K: Termination Provisions
Annex L: Offboarding Procedures
Annex N: Defined Terms
External partners and vendors
Guidelines for a Successful ArtsPool-Auditor Partnership
Selection of vendors, consultants, software, and tools
How to choose software
Professional development resources
ArtsPool Operations Manual
Table of Contents
Updated by Max Dana
When you first log into the ArtsPool app, you will land on your list of active tasks, but there are other ways to navigate and view your task list.
This is the default view that you will see when you log in if you don't have any open requests from ArtsPool (see below for more on that). This list includes every open task that you have submitted as well as open tasks to which you have been added by someone at ArtsPool. The task list has several columns that provide details about each task at a glance.
This column contains the description of the task with a link to view the task details. The task description is set based on what you enter when creating a task by web form or from the subject line of your email when submitting by email. Task titles are weighted heavily in our task search engine, so selecting a good task title is super important. See Task description cheat sheet for tips on creating amazing task descriptions.
The status column tracks three broad statuses: Received, Waiting for member and Waiting for ArtsPool.
Received is the status of a task when it is created and if it hasn't been changed to one of the other states.
Waiting for member is the status of a task when a clarification request, documentation request, bill approval request or payroll approval request has been sent but not resolved yet.
Waiting for ArtsPool is the status of a task after one of the above types of requests has been resolved.
Though we plan to build this out more in the future, we don't recommend relying heavily on task statuses. It's better to check the end of the comment thread on a task for the latest news.
Due date column
This the due date that you entered when creating a task by web form or that was set manually by an ArtsPoolers. Your task list is ordered by due date in chronological order, so things with earlier due dates appear closer to the top. Tasks with no due dates (e.g. tasks that relate to bank/credit card transactions in the accounting system or tasks submitted by email) will float to the top of the list. If you would like a particular due date set on a task that doesn't have one, just leave a comment for the ArtsPooler assigned to the task.
Assigned to column
The name of the ArtsPooler assigned to manage the task and make sure it gets completed. There may be other ArtsPoolers collaborating on the task, but the assigned ArtsPooler will make sure it gets over the finish line. This assignment happens automatically when submitting tasks by web form but must be done manually when submitting via email.
If you have any open clarification requests, documentation requests, bill approval requests, or payroll approval requests, you will land on the Open requests list when you first log into the ArtsPool app. This is handy if you get a lot of requests for things and prefer to carve out dedicated time to respond to them rather than responding to them in real time. Like the Active tasks list, the Open requests list has a number of columns that provide information at a glance.
This column contains a description of the type of request and a link to the task so that you can view more details.
The person at ArtsPool who sent you the request.
The date that the request was sent. The request list is displayed in chronological order based on the date of the request.
The note that the ArtsPooler included when sending the request. This note also appears in email notifications that you receive when a request is sent.
This menu gives you options to resolve a request or reassign it to another person.
As advertised on the label, the Completed tasks list is just a list of all tasks you have submitted or to which you were added by someone at ArtsPool. The Completed tasks list is ordered by the date of completion, with more recently completed tasks at the top of the list.