How to create and assign a task

Tasks are to-do items in Edvisor. Create them for yourself, assign them to a teammate, or — when the task is linked to a student — assign them to the student so they see it in their portal and can mark it done. This article covers the two ways to create a task and the three Assign To options.

Tasks are to-do items in Edvisor. Create them for yourself, assign them to a teammate, or — when the task is linked to a student — assign them directly to the student so they see it in their student portal and can mark it done.

Where to start

You have two entry points:

• Top-nav Tasks panel — click the clipboard icon in the top right, then + New Task. The Student field starts empty; fill it in if you want to link the task to a student.
• Student profile — open the student, then use the Tasks card on the right sidebar. The task is automatically linked to that student.

Both flows show the same fields.

Fill in the task

Assign To options

• Assign to you — the task lands in your own task list.
• Assign to a team member — pick a counsellor from your team. They get notified and the task shows up in their list.
• Assign to student — the student gets an email titled "[Your name] assigned a task to you" with the task name and due date. The task appears in the student portal under Your Tasks on the Home tab. They can mark it complete; you'll get an email notification and the task status updates wherever the task is shown.

Assign to student is only available when the task is linked to a student. If the Student field is empty, this option is disabled.

Where tasks show up afterwards

• Top-nav Tasks panel — every task you can see, with search.
• Student profile — if the task is linked to a student, it shows up in the Tasks card on that student's profile.
• Student portal — if assigned to the student, it shows up under Your Tasks on their Home tab.

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Source: https://app.staging.edvisor.io/agency/en/1000014263/student/1600449436