Task List Templates

Task templates are reusable task list components that can be applied to training classes. Task lists allow admins to collect information/documentation from users related to a training class.

Creating a task list template

1. Navigate to settings -> Task List Templates

2. Select New Task List Template -> Enter a Task List Name -> select Save

3. Select add task template

   1. Add an assigned user (this is the user who will be responsible for acting on the task)

   2. Add a task name

   3. Add a task description

   4. Due After Class day count. This will determine the task due date based on the class end date

      1. Negative numbers will create a due date prior to the class end date

   5. Select Create Template

   6. Repeat Step 3 for any additional tasks you want in your task list

   

See all classes associated with a task list

1. Navigate to settings -> Task List Templates

2. Select the Details button on the task list you want to see

3. The Applied training classes card will give you a snapshot of task progress

4. Selecting the details button will show the full contents of each task in progress

   

Applying a task list to a training class

Task lists are applied directly to training classes from the training class details page. Task Lists