Task Lists

Task lists allow admins to assign tasks related to the training class to any user in the tenant. This facilitates the collection of necessary documents or information needed before or after the class start date.

Creating a task list

See Task List Templates

Assigning a task list to a class

Task lists can be assigned to a training class from the training class details page.

1. Open the training class list -> Select Details on a training class -> Select the Task Lists tab

2. Select Associate next to the task list you want to apply to the training class

1. Once a task list is associated with a training class, task assignees will get notifications that they have tasks to complete. Assignees can complete their tasks from their student profiles

Editing a task item

1. Navigate to the student details page or my-profile (if you are a task assignee)

2. Open the Tasks Tab

3. Select the Edit button task you want to update

   
4. In the Task Modal you can mark add files, Add a note, and/or mark the task as complete. You can also view the status of other tasks in the task list for the selected class

   

Check the progress of a task list for a class

1. Task List progress can be checked from the training class details Task List tab or from the task list template details page (Task List Templates)

   1. Open the training class list -> Select Details on a training class -> Select the Task Lists tab

   2. Select the Details -> See the task modal details