Define an ad-hoc Task for a Course
Steps to add resource requirements to a Course Template
Related Helpguide Pages
Learn how to define a one-off task for a scheduled Course
When you have an additional, non-standard, task to complete for a Course, it can be really easy to forget about it! Particularly if this task doesn’t have a clear owner, and/or it hasn’t been completed before. Recording this task in your accessplanit platform against the relevant Course means that you instantly have a record of what needs to be completed and by when, you can also assign an owner for clear accountability, and keep an eye on it’s progress.
If you have a task that always needs to be completed each time you run a Course, please see our guide Define default Tasks for Course on the Course Templates
Follow this page to learn how to add a task to a Course.
Define a one-off task for a Course
This step will run through how to add a Task to an existing Course
Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left hand side under Courses
Find the Course you want to update, by applying filters and/or searching the Courses DataGrid
Right click on your Course and select ‘Tasks’ from the context menu
This will open the Tasks DataGrid
Click the ‘Add Task’ button
This will open the Task form
Begin by adding a Subject to your Task
The next step is to check that the Task is being Mapped to the correct Course
If the incorrect Course is showing, use the ‘Select’ button to open the course Date pop up box and select the correct CourseThe next section is to assign the Task to an Account and User. Click the ‘Select’ buttons next to each field to open the corresponding pop up boxes
An Account is mandatory however, adding a User is optional, this is if the Task if for a specific User
Moving on to the Schedule section, here you can select the Task Type, the Priority of the Task and the Start and Due Date
Type - You can choose whether this is n Activity, Call, Follow up, Email or To-Do
Priority - here you can choose what level of urgency this Task is on a scale of 1 - 5 with 1 being highest priority
Start Date - This is the date the Task is due to start
Due Date - This is the date the Task is due to be completed byThe Status section is where you can choose the status of your Task, what percentage has currently been completed and whether it Is private or not
Optional - You can add Details to your Task, here you can add notes, a list of jobs that may be required as part of the Task or a details of the work that has already been completed
The last section is the Reminder section. Here you can use the checkbox to be sent a reminder via email and when you would like the reminder to be sent
Once your form is completed, click the ‘Save & Close’ button
Your Task has now been added to the Task DataGrid within your Course
Top Tip!
Did you know that you can clone your Tasks from one Course to many others?
If you have a lot of Courses that need to have the same task completed, you can quickly clone the Task from the Tasks DataGrid on the Course.
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