Tasks
Go to Administration > Tasks
Screen familiarisation
Users who have access to the Tasks function will see:
My Tasks - these are tasks assigned to the user
All Tasks - these are all tasks in Educonnex, subject to any visibility restrictions set for the task. This option may not be available to all users, if their role in Educonnex is restricted.
Search Tasks - where tasks can be searched by keyword
View - where to toggle the display of all / incomplete / completed tasks
Tasks - tiles of each of the tasks that match the parameters set for the options above
Creating a new Task
Click the icon.
This will open up a new task.
Complete the details that appear in the new Task tile. Below is a sample, with some additional information on the fields available.
When completed, click to save.
Viewing, editing, and marking a task as completed/incomplete
If the task is contracted like the image below, click the dropdown to expand it.
Click at the bottom left of the task.
Edit any fields as required.
If a task has been completed, click to change the status to .
Similarly, click to change the status to if a task needs to be re-opened.
Once the required changes are made, click to save the changes.
To deactivate or activate a Task
If the task is contracted like the image below, click the dropdown to expand it.
Click at the bottom of the task.
Confirm that you wish to deactivate the task by clicking .
Deactivating the Task will mean that it will not appear in the Actions Required area of the assignee's dashboard.
The task will still be visible in case it is still required. To re-activate the task, click.