Create Tasks and Checklists

For a task or checklist, you can add a due date and any specific instructions for the applicants and students.

You can add a specific date and time as the due date, set no due date at all, or set up the due date to be automatically calculated after the task or checklist is assigned. For example, configure the due date as 7 days after a task is assigned. While configuring a due date, you must specify the time zone for that due date. To be able do that, enter at least one default time zone on the Manage Time Zone Settings page.

Note: If your institution has only one time zone listed on the Manage Time Zone Settings page, the time zone field in the tasks and checklists UI becomes read-only and it automatically displays the single default time zone.

Users can see the due dates in their preferred time zone so they understand exactly what time is referenced by the task or checklist.

Assign attribute tags to tasks and checklists. Thus, you can filter search results by tags assigned to them and quickly find a task or checklist.

You can also select whether a task is a Manual Task, one that's completed manually outside of Student Management, or a Document Submission Task, which means you upload a document as part of the task. You must associate the task with a status scheme, which determines the status options available to the person performing the task.

When you design a task- or checklist-related communication, you can add up to five program tokens to provide program-specific information related to these events:

• Task Assigned

• Checklist Assigned

• Task Due

• Checklist Due

You can define these program tokens and include them in the body of that communication (such as an e-mail about approaching due dates).