Catagory: Admin How-To

Add and Manage Tasks

Section: Manage Content

User Permissions Needed:  Administrator

ADD A TASK

To add a task, follow these steps:

  1. In the web application, click on the icon in the upper left corner to display the menu
  2. Click “Task” from the menu items, and then “Tasks” within the submenu
  3. Click “Add”
  4. Add the task Name and Details
  5. Assign the task by selecting an entire team or individual users (student and/or alumni)
  6. Select a due date for the task
  7. Select how you want users to verify that they’ve completed a task (i.e. reply with an image, video, or text)
  8. Click “Create Task”
  9. You’ll be presented with a message confirming that the new task was successfully created

EDIT OR DELETE A TASK

To edit or delete a task, follow these steps:

  1. In the web application, click on the icon in the upper left corner to display the menu
  2. Click “Task” from the menu items, and then “Tasks” within the submenu
  3. Locate the task(s) you want to edit or delete either by searching, filtering, or scrolling through the list of tasks
  4. To edit a task
    1. Click the pencil icon
    2. Update the task details
    3. Select “Update Task”
    4. You’ll receive a message that the task has been updated and assigned users will be notified
  5. To delete a task
    1. Click the trash can icon
    2. Confirm the deletion
    3. You’ll receive a message that the task has been deleted

REVIEW A TASK

To review a task, follow these steps:

  1. In the web application, click on the icon in the upper left corner to display the menu
  2. Click “Task” from the menu items, and then “Task Review” within the submenu
  3. Locate the task(s) you want to review either by searching, filtering, or scrolling through the list of tasks
  4. Click “View”
  5. Review the user’s submission
  6. If you’re happy with the task completion, click “Complete” and confirm the completion and the user will be notified)
  7. If you’re not happy with the task completion, click “Incomplete” and confirm the completion and the user will be notified
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