TracCloud: Tasks - Revision history

Redrock at 17:59, 17 June 2026

2026-06-17T17:59:20Z

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Redrock at 15:11, 16 June 2026

2026-06-16T15:11:03Z

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	[[TracCloudGuideWorkPlans\|Work Plans]] - Steps can be based on tasks.		[[TracCloudGuideWorkPlans\|Work Plans]] - Steps can be based on tasks.
	~~</div>~~
	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]

Redrock at 23:51, 11 June 2026

2026-06-11T23:51:52Z

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	Tasks can be created for [[TracCloudGuideListingsStudents\|students]] or [[TracCloud:_Staff_and_Consultants\|staff]], displaying as a notification letting them know of something they need to complete. These tasks are assigned types, which are then assigned to permission groups to determine which staff members can create what tasks.		Tasks can be created for [[TracCloudGuideListingsStudents\|students]] or [[TracCloud:_Staff_and_Consultants\|staff]], displaying as a notification letting them know of something they need to complete. These tasks are assigned types, which are then assigned to permission groups to determine which staff members can create what tasks.
	~~<hr>~~
	~~<big><b>Creating a Task Type</b></big><br>~~

	To create a new Task Type, go to ~~<i>~~Other > Other Options > Preferences > Task Types~~</i>~~. Here, you will find your list of available types. To add a new type, click the <b>+</b> icon and select the name to rename it.<br>		===Creating a Task Type===

			To create a new Task Type, go to Other ➜ Other Options ➜ Preferences ➜ Task Types. Here, you will find your list of available types. To add a new type, click the <b>+</b> icon and select the name to rename it.<br>

	[[File:2414296.png\|800px]]		[[File:2414296.png\|800px]]
	~~<hr>~~
	~~<big><b>Assigning Task Type Access</big></b><br>~~

	After creating your task type, you will need to update [[TracCloud:_Permission_Groups\|permission groups]] so your staff can access and create tasks in this category. Within each permission group, under the <i>Center Access~~</i> tab, you will find a Task Types list, where you can designate access to specific types.<br>~~		===Assigning Task Type Access===

	~~<i>~~Other > Other Options > Groups > [The group you want to edit] > Center Access~~</i><br>~~		After creating your task type, you will need to update [[TracCloud:_Permission_Groups\|permission groups]] so your staff can access and create tasks in this category. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to edit] ➜ Center Access. Here you will find a task type list, where you can provide access to specific types.

	[[File:2796915.png\|600px]]<br><br>		[[File:2796915.png\|600px]]<br><br>

	Additionally, to provide access to the dashboard <b>Student Tasks</b> utility, go to the <i>Student / Visit</i> tab in the permission group and enable <b>Show the Tasks & Create Task on Main Menu</b>.		Additionally, to provide access to the dashboard <b>Student Tasks</b> utility, go to the <i>Student / Visit</i> tab in the permission group and enable <b>Show the Tasks & Create Task on Main Menu</b>.
	~~<hr>~~
	~~<big><b>~~Creating Tasks for Students/Staff~~</b></big><br>~~		===Creating Tasks for Students/Staff===

	A task can either be submitted from the dashboard (if the permission group allows it) or a student/staff profile directly. Either option will take you to a task creation menu.<br>		A task can either be submitted from the dashboard (if the permission group allows it) or a student/staff profile directly. Either option will take you to a task creation menu.<br>
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	[[File:5573544.png\|800px]]		[[File:5573544.png\|800px]]
	~~<hr>~~
	~~<big><b>~~Recipient View~~</b></big><br>~~		===Recipient View===

	As the recipient of a task, we can find our upcoming tasks in our notification list (bell icon in navigation bar). Once we’ve completed the task, we can click the edit icon, check the “Completed” checkbox, then save.<br>		As the recipient of a task, we can find our upcoming tasks in our notification list (bell icon in navigation bar). Once we’ve completed the task, we can click the edit icon, check the “Completed” checkbox, then save.<br>
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	[[File:3925721.png\|800px]]		[[File:3925721.png\|800px]]
	~~<hr>~~
	~~<big><b>~~Task Listing~~</b></big><br>~~		===Task Listing===

	The Task Listing contains a list of all tasks that have been created for your users, allowing you to easily access a specific task or simply view recently submitted tasks. New tasks can also be created from this menu by clicking the hamburger icon in the top-left.<br>		The Task Listing contains a list of all tasks that have been created for your users, allowing you to easily access a specific task or simply view recently submitted tasks. New tasks can also be created from this menu by clicking the hamburger icon in the top-left.<br>
	<i>Other > Tasks</i><br>		<i>Other ➜ Tasks</i><br>

	[[File:4229052.png\|800px]]		[[File:4229052.png\|800px]]

Redrock at 22:41, 28 April 2026

2026-04-28T22:41:50Z

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	<~~big><b>Tasks Report</b~~></~~big~~>~~<br>~~		<i>See Also:</i>
	~~{{:TracCloud_Report:_Tasks}}~~

	[[~~Category~~:~~TracCloud Manual~~]]		[[TracCloud_Report:_Tasks\|Report: Tasks]]
	~~<hr>~~
	~~<i>See Also:</i>~~

	[[TracCloudGuideGlobalNotifications\|Notification Types]]		[[TracCloudGuideGlobalNotifications\|Notification Types]]
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	[[TracCloudGuideWorkPlans\|Work Plans]] - Steps can be based on tasks.		[[TracCloudGuideWorkPlans\|Work Plans]] - Steps can be based on tasks.
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			[[Category:TracCloud Manual]]

Redrock at 20:13, 31 March 2026

2026-03-31T20:13:27Z

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	Tasks can be created for [[TracCloudGuideListingsStudents\|students]] or [[TracCloud:_Staff_and_Consultants\|staff]], displaying as a notification letting them know of something they need to complete. These tasks are assigned types, which are then assigned to permission groups to determine which staff members can create what tasks.		Tasks can be created for [[TracCloudGuideListingsStudents\|students]] or [[TracCloud:_Staff_and_Consultants\|staff]], displaying as a notification letting them know of something they need to complete. These tasks are assigned types, which are then assigned to permission groups to determine which staff members can create what tasks.
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	<big><b>Creating a Task Type</b></big><br>		<big><b>Creating a Task Type</b></big><br>

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	<big><b>Assigning Task Type Access</big></b><br>		<big><b>Assigning Task Type Access</big></b><br>

Redrock at 23:27, 30 March 2026

2026-03-30T23:27:19Z

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Redrock: Removed protection from "TracCloud: Tasks"

2026-03-30T22:03:44Z

Removed protection from "TracCloud: Tasks"

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Redrock at 16:38, 29 July 2025

2025-07-29T16:38:39Z

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	<div ~~style~~="~~text-align: center~~">~~<big><b>~~		<div class="pageTitle">Tasks</div>
	==Tasks==
	~~</b></big>~~</div>

	Tasks can be created for [[TracCloudGuideListingsStudents\|students]] or [[TracCloud:_Staff_and_Consultants\|staff]], displaying as a notification letting them know of something they need to complete. These tasks are assigned types, which are then assigned to permission groups to determine which staff members can create what tasks.		Tasks can be created for [[TracCloudGuideListingsStudents\|students]] or [[TracCloud:_Staff_and_Consultants\|staff]], displaying as a notification letting them know of something they need to complete. These tasks are assigned types, which are then assigned to permission groups to determine which staff members can create what tasks.

Redrock at 15:47, 29 July 2025

2025-07-29T15:47:13Z

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	<big><b>~~Task Types~~</b></big><br>		<div style="text-align: center"><big><b>
			==Tasks==
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	Tasks can be created for [[TracCloudGuideListingsStudents\|students]] or [[TracCloud:_Staff_and_Consultants\|staff]], displaying as a notification letting them know of something they need to complete. These tasks are assigned types, which are then assigned to permission groups to determine which staff members can create what tasks.		Tasks can be created for [[TracCloudGuideListingsStudents\|students]] or [[TracCloud:_Staff_and_Consultants\|staff]], displaying as a notification letting them know of something they need to complete. These tasks are assigned types, which are then assigned to permission groups to determine which staff members can create what tasks.

Redrock at 18:54, 25 November 2024

2024-11-25T18:54:13Z

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	{{:TracCloud_Report:_Tasks}}		{{:TracCloud_Report:_Tasks}}

	[[Category:TracCloud]]		[[Category:TracCloud Manual]]
	<hr>		<hr>
	<i>See Also:</i>		<i>See Also:</i>