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Creating and Editing Tasks

Allyson Ryan
  • Updated

Tasks are specific actions that need to be completed by a new, existing or departing employee, depending on the position. Task types can be notifications, process forms, manual tasks, etc. They can be initiated automatically or manually depending on the need to wait for a previous task to complete. Tasks are aligned with Profiles and Profiles can be assigned to Job Postings.

Applicable Roles

  • HR Admin
  • HR Team
  • HR Administrator

Contents

Creating Tasks

Editing Tasks

Next Step(s)

Creating Tasks

It is recommended to create all Tasks first, then create your profiles. 

A Profile is name of a position, and the Tasks are what each position needs to do. Tasks can be shared across many profiles.

Navigate to: Task Management / Task Profiles / Tasks

  1. Click New Task

  2. In the Details, select Task Type FIRST from the drop-down menu, as it adjusts your fields based on the type of task you are creating (Note: A Task Type is a pre-defined field that is associated to the Task name. Each Task Type will display different fields, please see Profile Tasks: Task Types – SchoolFront for detailed information on each Task Type)

    0028 Applicant Onboarding Task - Task Management NEW.png

    Task Type Details.png
  3. Enter the Task Name
  4. Enter the Task Description
  5. Enter the Task Type Configuration fields

Task Type Configuration

These fields will vary depending on the Task Type selected in step 2. There may be other fields associated with the configuration such as: 

  • Additional File types
  • SchoolFront Roles
  • Access Control
  • Access Granted
  • Notification Information such as Templates, Senders

Examples of Task Types and Configuration Options

Task Type = Manual Step

Create Task - Manual Step.png

Task Type = Digital Form

Create Task - Digital Form.png

  1. When the Task Details are completed - click Insert to complete and save the Task; or Insert and Add Another to save the Task and continue to add Tasks. 

Tip: You may re-use Tasks across various Profiles

Editing Tasks

  1. Select the Task that you wish to edit by clicking the magnifying glass

  2. Click Edit in the Details tab

    Edit Tasks.png

  3. The following screen will allow any editable *fields to be changed and saved:

    Edit Tasks1.png

*Please Note that depending on the Task Type, the fields for editing will vary from the above example. 

Next Step(s)

See Creating and Editing Profiles – SchoolFront for detailed instructions on using Tasks in Profiles. 

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