This tab is only visible to users who have an officer record linked in their User Summary.
Done? – Ticking this box will mark the task as Done. Completed tasks will be marked with a strikethrough across the task details and remain visible for the rest of the day that they were completed.
Assigned To – Selecting this will take you to the corresponding Officer Summary, unless the task has been assigned to the officer linked to your own user account.
You cannot add new tasks from this page. Instead, will need to go to your Task List and add a new task with the relevant learner in the Regarding field.
Filtering the Task List
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.
Type – Here you can restrict the list to only tasks Assigned To Me, Created By Me, or both.
Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Adding a New Task
To add a new task, select the task icon from underneath the learner’s display image. This will open a window where you can Add a New Task with the learner linked.
The following actions are available from selecting the … icon by a task:
Edit – This will open a window where you can Edit the Task.
Duplicate – This will create a copy of the selected task.
Log Email – This will open a New Email window where you can log a new email activity related to the task.
Log Call – This will open a New Call window where you can log a new call activity related to the task.
Delete – You will be prompted to confirm before the task is deleted.