Tasks Overview
The Tasks feature provides users with important to-do items assigned to them by an institution.
In this article:
Add a Task
User Options > Admin Center > Tasks
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Tasks in the left-hand menu.
4. Click the Tasks tab.
5. Click + Add Task on the right-hand side.
6. Complete Basic Info.
7. Complete Task Details.
Reminder Notifications
Portal Admin may also choose to set Reminder Notifications for users as well as a pop-up reminder for the Task.
To enable the Task Reminder Notifications feature, the Task must have a Due date (entered in Task Details).
Portal Admin can set a Reminder Notification for X days before the due date. Additional reminders can be added, as needed.
Portal Admin can also configure a pop-up that will interrupt users and display a reminder about the Task.
8. Select a Target Audience.
Portal Admin have the option to Apply the Task to new users as well as determine what happens to the Task in the event of a role change.
9. Click Add when finished to add the Task.
Edit a Task
User Options > Admin Center > Tasks > Tasks
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Tasks in the left-hand menu.
4. Click the Tasks tab.
5. Use the Ongoing toggle to assign a Task to future users or users who change roles in the future.
6. Use the Edit Task icon to the right of the Task to edit Task details.
7. Edit the Task, as necessary.
If an edit is made, a dialogue box will present an option to notify or not notify task assignees.
8. Click Save Changes in the lower right-hand corner when finished.
Delete a Task
User Options > Admin Center > Tasks
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Tasks in the left-hand menu.
4. Click the Tasks tab.
5. Click the Delete Task icon to the right of the Task to delete.
6. Select Delete to complete deletion.
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