Article 157: How Do I Add Tasks To The Task Manager?

Task Manager Module
Knowledge Base 2.0 article 157

How Do I Add Tasks To The Task Manager?

Navigation Path

Admissions Module → Recruitment → Task Manager→ Add Tasks to Task Manager

Tasks is a “Teams” tool that allows you (or a group of people) the ability to manage an ongoing “task list” or “to do list”.

You can assign “Tasks” to yourself or to other individuals that are on your team. You will be able to make your tasks “public” (shared with your team) or “private” (intended only for yourself). Either why you choose you will be able to stay in communication with your team and stay productive and on task. 

There are Two ways to add Tasks: 

1. The Task List tool :

     This way will allow you to keep track of appointments, phone calls, to do items, general communications, notes, and more (There’s a lot you could use this for). This shortcut dashboard is more geared to tasks that need to be completed with your applicants (team members working with certain applicants) or by your applicants.  You can see how many tasks are in each one of those task icon boxes. You will also be able to edit, add, and view each task (who added the task and who it is for) . 

2. Task Manager:

       This dashboard is more geared to tasks that need to be completed by faculty or staff . You will see them divided into groups ( personal task/ admissions/ registrar/ faculty advisor/ etc..) Making it easy to see where and what needs to be worked on in certain categories for your institute.  You can see how many tasks are in each one of those task icon boxes. You will also be able to edit, add, and view each task (who added the task and who it is for) in each individual category .  

To add tasks through the “Task Manager” here is the walk through to help. 

You will start by opening up your system and  clicking on the “Recruitment” icon on your dashboard.

This will open your dashboard, find and click on the “Task Manager” button (on the left side of the screen in blue). This will open up the “Task Manager”.

When you get to the “Task Manager” dashboard you will see all the tasks in individual boxes on the screen ( personal task/ admissions/ registrar/ faculty advisor/ etc..)  You will click on the “Add Task to Task Manager” icon (looks like a file folder with a plus sign ). 

Clicking on the add button will take you to another screen where you will fill in all the information. You will select who you will share the task with, what activity you are creating, and the due date. If you DO NOT select any other team, the task will remain “PRIVATE” to just yourself.

Read Also :

         What is the Task Manager? (read article 388 )

       What are Teams for the Task Manager? (read article 158 )

         How to edit a task from the Task Manager? ( read article160 )

         What Is The “Task List” Shortcut On My Dashboard ?( read article 583 )