Tasks Overview
The Tasks feature provides users with important to-do items assigned to them by an institution.
In this article:
Tasks Capabilities
- Tasks are listed by Current Tasks and Completed Tasks depending on the Task status.
- Tasks can be shown by Categories or Only Required.
- Tasks can be sorted by Default, Due Date, Importance, or Recent.
- Tasks Default sort is first by order ascending, then due ascending. Pathify Admin can customize the default ordering by changing the order field.
- Tasks can be created via integration.
- Portal Admin can add, edit, and delete Tasks in Admin Center.
- Portal Admin can manage Task Categories in Admin Center and Admin Plus.
Tasks Navigation
Global Menu > Tasks
User Options > Admin Center > Tasks
Task Categories Navigation
User Options > Admin Center > Tasks > Task Categories
User Options > Admin Plus > Tasks > Task Categories
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