Summary

Tasks provide users with the ability to create "to-do" items and assign them to groups at the institution.  Tasks allow Task Managers to push out important “To Do” actions to a group of users so that those users can be notified of upcoming actions they need to carry out.  

Video

How-To

Instructions

Managing Tasks

1.     Global Menu -> Tasks
2.     Click on Tasks in the Global Menu
3.     Review Current Tasks and Completed Tasks

Complete Tasks

1.     Global Menu > Tasks
2.     Click on Tasks in the Global Menu.
3.     Click Mark as complete when the Task has been completed.
4.     The Task will be removed from Current Tasks.
5.     The Task will be moved to Completed Tasks. A user may click Mark incomplete to move the Task back to Current Tasks.

Personal Tasks

1.     Global Menu > Tasks
2.     Click on Tasks in the Global Menu.
3.     Select + Add Task in the upper right-hand corner.
4.     Enter Basic Info and Task Details.
5.     Reminder Notifications
6.     A user may also choose to set Reminder Notifications as well as a pop-up reminder for the Task.
7.     To enable the Task Reminder Notifications feature, the Task must have a Due date (entered in Task Details).
8.     A user can set a Reminder Notification for X days before the due date. Additional reminders can be added, as needed.
9.     A user can also configure a pop-up that will interrupt users and display a reminder about the Task.
10.     Click Save when finished.
11.     The user will receive a notification when a new Personal Task has been created.

Edit a Personal Task

1.     Click on Tasks in the Global Menu.
2.     Select Task Options in the upper right-hand corner of the specific Personal Task.
3.     Click Edit in the drop-down menu.
4.     Edit the Personal Task, as necessary.
5.     Click Save when finished.

Complete a Personal Task

1.     Global Menu > "Task"
2.     Click on Tasks in the Global Menu.
3.     Navigate to the specific Personal Task.
4.     Select Mark as complete.
5.     Notification of this successful action will appear in the lower left-hand corner.
6.     The completed Personal Task will move to the Completed Tasks tab. A user may choose Mark incomplete to move the Personal Task back to the Current Tasks tab.

Filters/Sorting

1.     Global Menu > Tasks
2.     Click on Tasks in the Global Menu.
3.     Click the Show drop-down menu.
4.     Tasks can be shown by All Categories, specific Categories, or Only Required.
5.     Click the Sort by drop-down menu.
6.     Tasks can be sorted by Default, Due Date, Importance, and Recent.

Identifying tasks that need attention

1.     Users in the Tasks window can use the Show and Sort by options in the upper right to filter to those tasks that are Required and by Importance.

Outcome

Users should now have the ability to create, edit, complete and sort tasks.

Further Reading

myPortal: Log-in

Need additional help?

Visit the Technology Help Desk Support page to locate your local campus contact information or to submit an online technology support request using the support form HERE.  For password issues you must call or visit the Help Desk in person.