Define an ad-hoc Task for a Course

Owned by Jenna Buttershaw
Last updated: 06 Mar, 2024 by Sarah Bickerstaffe
4 min read

Steps to add resource requirements to a Course Template

 

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.

tasks datagrid

If you have a task that always needs to be completed each time you run a Course, please see our guide https://accessplanit.atlassian.net/wiki/spaces/HG/pages/3106308419

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

 

  1. Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left hand side under Courses

    Courses tab

     

  2. Find the Course you want to update, by applying filters and/or searching the Courses DataGrid



  3. Right click on your Course and select ‘Tasks’ from the context menu

  4. This will open the Tasks DataGrid

  5. Click the ‘Add Task’ button

  6. This will open the Task form

     

  7. Begin by adding a Subject to your Task

     

  8. 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 Course

     

  9. The 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

  10. 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 by

  11. The 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

  12. 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

     

  13. 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

  14. Once your form is completed, click the ‘Save & Close’ button

     

  15. 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.