Task management

Use the Task Management page to create and manage tasks for your district. Tasks are filtered to your selected context by default. To access tasks for other schools, select schools in the Filter by assignee's school menu, and then select Apply filters.

The Task Management page contains tabs for active and archived tasks. Tasks are archived after having a complete status for a number of days. For information on setting statuses and the number of days before archiving, refer to Notifications and tasks setup.

Ensure statuses are correctly set up on the Notifications and Tasks Setup page. Tasks will only stop sending reminders and be archived if the task’s status is set to indicate completion.

Create a task

1. Navigate to the Task Management page.

2. Select Create task.

3. Fill in the task details.
   Shared tasks can be completed by any individual in the user access role. When a user is assigned a shared task, they can assign the task to themselves to complete the task. They may also make the task shared again after assigning it to themselves.
   Selecting a delivery method for notification will notify the assignee that you have assigned them a task.

4. Select Save.

Edit a task

1. Navigate to the Task Management page.

2. Select the actions menu of a task.

3. Select Edit task.

4. Edit the fields as needed.

5. Select Save.