School personnel can add tasks to a student record at any time. For example, if a student is performing poorly in class, you may add a couple of tasks to the student's record:

Tasks attached to a student record can be edited and deleted at any time as well. However, since tasks record actions related to a student, we recommend that they be deleted ONLY if the note is not important in determining scholastic record and/or class behavior, or if a mistake is made when entering the task.

To Add a Task to a Student Record

To Edit a Task in a Student Record

To Mark a Task as Done

To Edit a Completed Task in a Student Record

1. Search for the student record to be added with the task (see Searching for Records for more details).
2. On the student's home page, click the Tasks tab.
3. Click Add Task on the right.

4. On the Add Task window, on the Title box, enter a title for the task. Make the title as descriptive as possible so that you will know what the task is about when you read its summary on the Incomplete Tasks section.

NOTE: Required fields are marked with an asterisk (*).

5. On the Due Date box, select a due date for the task from the calendar.

6. By default, the Priority box is set to Critical. If the task is non-critical, you may change priority to either Essential or Non-Essential.
7. On the Assign To field, assign a resource to handle the task.

NOTE: Resources or staff members get a notification email once assigned to a task, which is also added to their Calendar or agenda. For more details, see Viewing and Deleting Notifications.

8. On the Related To box, the student's name is entered by default, indicating that the task is being added to the student's record. You may select another user from the list to copy the task to that other user's record (this is particularly useful for informing other users about the new task).
9. On the Details box, enter more details about the task, if necessary.
10. Click Save Task. On the student record, the task gets added to the Incomplete Tasks section.

1. Search for the student assigned to the task (see Searching for Records for more details).
2. On the student's home page, click the Tasks tab.
3. Look for the task under the Incomplete Tasks section, then click the Edit button on the right.

4. Edit the task. To mark the task as complete after editing, mark the Check if task is completed box.

5. Click Update Task to save your changes. If the task was marked as complete in Step 4, the task is transferred from the Incomplete Tasks section to the Completed Tasks section.

Aside from marking a task as complete when editing a record (see To Edit a Task in a Student Record), you can also mark a task as done directly from the Tasks tab without needing to open the task anymore.

1. Search for the student assigned to the task (see Searching for Records for more details).
2. On the student's home page, click the Tasks tab.
3. Look for the task under the Incomplete Tasks section, then click the rightmost Mark as done button.

Marking a task as done transfers the task from the Incomplete Tasks section to the Completed Tasks section.

A completed task can still be edited, if needed, or tagged as incomplete, effectively putting it in back in the Incomplete Tasks section of a student's record.

1. Search for the student assigned to the task (see Searching for Records for more details).
2. On the student's home page, click the Tasks tab.
3. Look for the completed task under the Completed Tasks section, then click the Edit button on the right.

4. Edit the task. To tag the task as incomplete after editing, unmark the check if task is completed box.
5. Click Update Task. If the task was marked as incomplete in Step 4, the task is transferred from the Completed Tasks section back to the Incomplete Tasks section.