Manage tasks

To review Success Planner 2.0 tasks, navigate to Planner 2.0 and select Task library. From the task library, review task details, determine which tasks are assigned to students, create custom tasks, and manage existing tasks.

• Click Manage columns to display or hide data in the task library.

• Click Filters to choose which tasks are displayed in the task library.

Review task details

1. Navigate to Planner 2.0 and select Task Library.

2. Select a task name. Alternatively, click the more icon (three dots) for a task and choose Review task details.

Edit a task

1. Navigate to Planner 2.0 and select Task Library.

2. Click the more icon (three dots) and choose Edit task details.

3. Update the task details.

   • Add completion triggers and trigger groups.

   • Choose grade levels, student groups, and more to determine who the task will be assigned to. When any grade is selected, the task will be assigned to students in all grade levels, and students will complete the task one time, no matter their grade level.

4. Click Update.

Create and assign a custom task

1. Navigate to Planner 2.0 and select Task Library.

2. Click Create task.

3. Enter the task details.

   • Add completion triggers and trigger groups.

   • Choose grade levels, student groups, and more to determine who the task will be assigned to

   • Change the status to Assign to students to assign the task to the selected students. To assign the task later, go to the Task Library, click More actions for the task and choose Assign.

4. Click Update.

User triggers and trigger groups

Triggers let you define the conditions that automatically mark a task as complete. You can add one or more triggers depending on how the task should be completed.

Trigger groups offer additional flexibility by allowing you to organize triggers into groups. Each group can have its own logic to determine whether all conditions must be met or if any one is sufficient.

Set completion triggers

1. When editing or creating a task, go to the Completion trigger section.

2. Select a Trigger from the list.

3. Optionally, set a Threshold if the trigger supports it.

4. Optionally, click Add trigger to include another trigger.

5. Define how multiple triggers should work together:

   1. Select And if all triggers must be met to complete the task.

   2. Select Or if any one trigger can complete the task.

6. Continue to add triggers as needed.

Create trigger groups

1. Click Add trigger group.

2. Choose And or Or to determine whether students need to complete conditions from one group or both.

3. Add triggers to the new group as needed.

Assign or unassign a single task

1. Navigate to Planner 2.0 and select Task Library.

2. Click the more icon (three dots) and:

   • Choose Assign for an inactive task.

   • Choose Unassign for an active task.

Assign or unassign multiple tasks

1. Navigate to Planner 2.0 and select Task Library.

2. Select the tasks.

3. From Bulk actions:

   • Select Assign tasks for inactive tasks.

   • Select Unassign tasks for active tasks.

Duplicate a task

1. Navigate to Planner 2.0 and select Task Library.

2. Click the more icon (three dots) and choose Duplicate.

3. Update the task details.

4. Click Update.

Delete a task

1. Navigate to Planner 2.0 and select Task Library.

2. Click the more icon (three dots) and choose Delete.

3. Click Delete.