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Add a Task to a Delegate

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Add a Task to a Delegate

Owned by Hannah Letch
Last updated: 19 Dec, 2024 by Stuart Grice

Steps to add a Task to a Delegate

 

Related Help Guide Pages

Learn how to Add a Task to a Delegate

When there’s a Task that needs to be completed for a Delegate, you want a straightforward way to ensure it’s tracked and handled efficiently. By creating a Task and linking it directly to the Delegate, you can keep everything organised and accessible for yourself or your Admin team. This helps you stay on top of deadlines and deliver a seamless experience

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Follow this page to learn the steps for adding a Task to a Delegate

Add a Task to your Delegate

Follow these steps to learn how to add a Task to your Delegate

Adding a Task to your Delegate

  1. From the Main Navigation Menu, go to SmartGrids and then the Class/Web Delegates SmartGrid

    image-20241205-112946.png

  2. This will open the corresponding DataGrid

    image-20241205-113037.png

    If there are no Delegates within the DataGrid, you can manually add a Delegate using the ‘add Delegate’ button a the top of the DataGrid or follow our ‘adding a Delegate to a Course' guide

  3. Using the Search bar and or Filters, search for your Delegate

    image-20241205-114238.png

  4. Right-click the Delegate and find the 'Tasks' option from the context menu, then click the 'Add' button

    image-20241205-134818.png

  5. This will open the ‘Add Tasks’ pop-up window

    image-20241205-134916.png

Top Tip!

For more information on Tasks visit our Tasks Overview page

 

  1. Enter a ‘Subject’ for your Task

    image-20241205-135003.png

  2. Check that the Task is being assigned to the correct Delegate

    image-20241205-135042.png

  3. Using the ‘Select’ buttons, you can select which Account and which Users you want to assign this Task to. This lets the User know they have a Task to action

    image-20241205-135137.png

  4. Using the scheduling section, you can choose the Task type, the priority of the Task, the dates the Task starts from and when it is due to be actioned by

    image-20241205-135240.png

    Please note, that your File Type drop-down may vary depending on what types are available in your Platform. Task Types can be customised if required using Custom List Items.

  5. Select which status the Task is in

    image-20241205-135453.png

  6. Add the details of your Task into the ‘Details’ text box

    image-20241205-135528.png

     

  7. Once you are happy with your Task form, press the 'Save & Close' button

    image-20241205-114950.png

  8. To view the Task, right-click on your Delegate and select ‘Tasks’ from the context menu

    image-20241205-134818.png

     

  9. This will open the Tasks DataGrid where your new Task will be visible

    image-20241205-135818.png

 

 

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