TracCloud: Tasks: Difference between revisions
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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. | ||
To create a new Task Type, go to | ===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]] | ||
===Assigning Task Type Access=== | |||
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>. | ||
===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]] | ||
===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]] | ||
===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 | <i>Other ➜ Tasks</i><br> | ||
[[File:4229052.png|800px]] | [[File:4229052.png|800px]] | ||
<hr> | <hr> | ||
< | <i>See Also:</i> | ||
[[ | [[TracCloud_Report:_Tasks|Report: Tasks]] | ||
[[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. | ||
</div> | </div> | ||
[[Category:TracCloud Manual]] | |||
Latest revision as of 23:51, 11 June 2026
Global Preferences
Tasks can be created for students or 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.
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 + icon and select the name to rename it.
Assigning Task Type Access
After creating your task type, you will need to update 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.
Additionally, to provide access to the dashboard Student Tasks utility, go to the Student / Visit tab in the permission group and enable Show the Tasks & Create Task on Main Menu.
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.
The Task creation menu allows you to select the student and staff member this task is assigned to, the task and task type, the due date, and additional notes if more information is needed.
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.
The completed task can be found in the student/staff timeline if we need to refer back to it later.
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.
Other ➜ Tasks
See Also:
Success Plans - Steps can be based on tasks.
Work Plans - Steps can be based on tasks.