The Tasks module serves as a central location for organizing and tracking your employer outreach efforts. In the sections below, you will learn how to navigate the module layout, create new tasks with specific details, modify or delete existing entries, and mark tasks as complete, and configure task assignee notifications to easily manage your workflow.
Sections
- Tasks Overview
- How to Add a New Task
- How to Edit or Delete a Task
- How to Mark a Task as Complete
- Task Assignee Notifications
Tasks Overview
The Tasks module page displays several filters along the top of the page with a search bar before a list of rows showing individual tasks.
Each row is comprised of 3 columns:
- Task: The name of the task itself
- Contact: Which task contact/contact record the task is for
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Visibility: Who is able to see the task, this can be one of three values:
- All Groups: Visible to All Admins, Students, & Alumni
- Some Groups: Visible to some Admin or Students & Alumni
- Me Only: Not visible to any other admins
How to Add a New Task
To add a task on the Tasks module page, select "New Task" at the top of the Tasks module page.
This will open a slide-out modal window where you can fill in the task information. Fields marked with an asterisk (*) are required.
- Subject: Enter the subject of the task.
- Assignee: Users can select to assign the task to another career center user.
- Visibility: Visibility settings can be set as “Myself Only”, “ Myself and other career advisors”, or "Custom" which can be a combination of Student/Alumni and Admin User Groups.
- Outreach Type: Select the medium in which the task is to be completed (email, call, on-campus meeting, etc.)
- Due Date: Enter the due date of the task.
- Status: Enter the status of the task. Status options are “Open” and “Complete”.
- Campaign: Tag the task to a campaign. To learn more about campaigns, click here.
- Task: A task description may be added in this field.
- Comments: Further details about the task may be included in this field.
- Task Contact: This is the contact on your platform the task is directed toward. Choose from contacts included in your Contact Directory.
Finally, click Save Changes to commit the updates.
Note: To learn how to add a task directly from a contact’s profile page, click here.
How to Edit or Delete a Task
To edit or delete a task on the Tasks page click on the task name or select the ellipsis icon next to the task, then select edit or delete it.
- Edit: A new window will appear with the task information. Perform any edits and select “Save.”
- Delete: Select "Delete" to delete the task. Please use caution when deleting tasks as this action is irreversible.
How to Mark a Task as Complete
Mark tasks complete by navigating to the Tasks page and clicking on Complete to the right of the task:
When a task is marked Completed a notification will display on the top-right of the page, its status will change from Open to Complete and the Complete button will disappear.
Task Assignee Notifications
When a task is assigned to another administrator a configurable Notification is sent to them via 12twenty's email system alerting that user of the task's details. To manage this system notification, navigate to the Notifications tab of the Employer Relations site settings page and select the new "Task Assignment" notification.