How to use Tasks

Creating, editing, assigning and closing tasks in Student CRM

Dom Yeadon avatar
Written by Dom Yeadon
Updated over a week ago

What is a task?

In the following example we can see that this task:

  1. is related to the student "Ben Trill" (and was therefore created in the Student Database app)

  2. is assigned to the user Laura. It reminds her to send a help pack to the student by 13:30 on 17 March 2023, with an email reminder set to send out at 12:30.

  3. is showing that the task was "Done" at 12:27 on 15 Feb 2023, and some followup notes.

  4. was created by user Andrew, and subsequently modified by user Dom

You can create tasks in the following apps

  • Applications (APS and APV) - related to an Application

  • Agent Manager (AGM) - related to an Agent or Agency

  • Contact Manager (CTM) - related to a Contact or Organisation

  • Student Database (SDB) - related to a Student

Note: to add a task you always start from the 'More options' menu in the record card of the entity that the task is related to, eg. the student record card:

Seeing your's and everybody else's tasks

The Tasks tab is where you can see and search for current and old tasks.

Note: all tasks in Student CRM are visible to and editable by all Read/Write and Super Users users.

To quickly view your tasks only, click the button top right: "Open tasks assigned to me: 7".

FAQs

Q. Can every user see and use Tasks?

A. Most, but not all. If you only have Read Only access to the 4 apps that have Tasks (Applications (Active and Passive), Agent Manager, Contact Manager or Student Database) you will NOT see the Tasks tab, and no other user can assign a Task to you. If you have Read Write or Super User you can see and use Tasks.

Q. Can I edit another user's task?

A. Yes. Anything you can do in your own tasks, you can also do in other users' tasks. Your name will then appear as the user who last modified it.

Q. Can I reassign an existing task to a new user?

A. Yes.

Q. Can I update the status of a 'Done' task to 'Not done'?

A. Yes.

Q. Can I create a 'private' task that only I can see and edit?

A. No.

Q. Which apps can I create tasks in?

A. In Applications (APS and APV), Agent Manager (AGM), Contact Manager (CTM) and Student Database (SDB).

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