What are Tasks?
Tasks can be used to manage your personal and team to-dos! Tasks are mapped directly to your Courses, Delegates, Users, & Accounts so that you can manage them
in one central platform, and see at a glance what you and your team still have left to complete before a Course begins, or an Invoice is processed!
As an Administrator you also have access to your very own Tasks Kanban Board which only displays Tasks that are assigned to you, decluttering your view, and allowing you to focus on the next job.
In your accessplanit platform, you can map Tasks to your Courses, Delegates, Invoices, Meetings,
Purchases, Resources, Awards, User Awards and /wiki/spaces/HG/pages/83394801.
Continue reading to learn more about Tasks best practice and common uses of Tasks, or learn how to use, add, and edit Tasks within your accessplanit platform.
Where to find Tasks
The Tasks area is available in the left-hand menu.
Tasks Best Practice
Less is more! Do not create tasks for BAU unless you need to tick it off the list or share with your team that it is now complete; otherwise your tasks list will become overwhelming with to-dos that you have already done!
Assign Tasks to multiple people, when one completes it it will be completed for everyone
Subjects meaningful
Create Task Types & Task Statuses
Use Task Descriptions to document progress with shared tasks
Be consistent with your priorities ; one persons P1 could be another's P3 - try to establish standards so that you understand one another's tasks
Set up common tasks on Course Templates so that they are automatically created when you schedule a course
Cloning tasks
Don't waste time setting up multiple Tasks - clone them! This functionality allows you to duplicate pre-existing tasks. To learn how to do this, click here.
Please note, you are only able to clone Tasks to objects in accessplanit with the same type. For example if you are cloning a Course Template task, you will only be able to clone the task to other Course Templates - you won't be able to assign this Task to individual Course dates.
Common Uses for Tasks
Here are the most common ways that other training companies & departments use Tasks to improve their processes within their accessplanit platform:
FAQs
Can I change the columns in my Tasks Kanban Board
Yes - Task statuses & drag & drop them to change the orderCan I bulk update my old tasks to complete?
Yes there is a bulk option in the Tasks DataGrid, set your Tasks to the status of 'Completed' and with a Progress of '100%'