To add a task on the Tasks module page, select "New Task" at the top of the Tasks module page.
Fill in the task information. Fields marked with an asterisk (*) are required.
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Subject: Enter the subject of the task.
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Assignee: Users can select to assign the task to another career center user.
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Visibility: Visibility settings can be set as “Myself Only” or “ Myself and other career advisors”.
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Outreach Type: Select the medium in which the task is to be completed (email, call, on-campus meeting, etc.)
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Due Date: Enter the due date of the task.
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Status: Enter the status of the task. Status options are “Open” and “Complete”.
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Campaign: Tag the task to a campaign. To learn more about campaigns, click here.
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Description: A task description may be added in this field.
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Comments: Further details about the task may be included in this field.
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Task Contact: This is the contact on your platform the task is directed toward. Choose from contacts included in your Contact Directory.
To learn how to add a task directly from a contact’s profile page, click here.