Task List already serves as a central place for users to complete outstanding learning and review policies. It has now been expanded to include People Development tasks.
With a People Development subscription, tasks assigned to both users and managers will now appear directly within the Task List, making it easier to manage all required actions in one place.
People Development tasks would be identified by the icon below, and if they are featured on the task list they have outstanding actions.
When you click to view the task it would give you an option to "Go to People Development". This will take you to the relevant task for you to perform the action.
Objectives
| Task Name | Task Trigger | Action to complete task |
| Complete Objective | Objective is created | Individual completes the objective |
| Approve objective | Objective is created | Line Manager approves the Objective |
| Validate Objective | Objective is completed | Line Manager validates the Objective |
Overview Statements
| Task Name | Task Trigger | Action to complete task |
| Complete Overview Statement | Overview Statement created but not completed | Creator completes the Overview Statement |
| Respond To Overview Statement | Overview Statement is completed | Responder submits their response |
Observations
| Task Name | Task Trigger | Action to complete task |
| Submit Observation | Observation created but not submitted | Creator submits the Observation |
CPD Activities
| Task Name | Task Trigger | Action to complete task |
| Complete Development Activity | Activity is created | Individual completes the Activity |
| Immediate Impact Evaluation | Activity completed | Individual completes the Immediate Impact Evaluation |
| Long Term Evaluation | Activity completed | Individual completes the Long Term Evaluation |
| Renew Development Activity | Activity completed and has a renewal date | Individual completes renewal via pre‑populated Activity form |
| Agree Development Activity | Activity created | Line Manager agrees to the Activity |
| Approve Development Activity | Activity created | Development Team member approves the Activity |
| Authorize Development Activity | Activity created | Partnership user authorizes the Activity |
Opal Review
| Task Name | Task Trigger | Action to complete task |
| Complete Opal Review | Review request is sent | Reviewer completes the Opal Review |
| Close Opal Review | Opal round is started | Opal Facilitator closes the review round |
| Release Opal Feedback | Opal round is closed | Opal Facilitator releases feedback |