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Task Admin: Tasks View - School Managers

Task Admin can be viewed by User or by Task. This guide focusses on the Task View.

 

The Task Admin area provides School Managers with clear visibility of staff task progress. It enables monitoring of completion, overdue items, and overall engagement with assigned tasks. 

➡️ Personal tasks created and assigned by a user to themselves are not included in the Task Admin area.

➡️ The figures only reflect tasks assigned by a School Manager.

➡️ Task Admin can be viewed by User or by Task. This guide focuses on the Tasks view.

Navigating to Task Admin:

  • Click into 'Admin' to the left of your profile icon

  • Locate 'Task Admin' from under the 'Manage Users' heading in the left hand navigation
  • The page will land on the user view by default. Use the switch in the top right hand corner to switch to Tasks view:

Tasks View

  • Viewing by task focuses on progress across a particular task.

  • It displays a list of all tasks assigned across the organisation alongside the completion status. 

1. Toggles between user view and task view.
2. Search and filter tasks by task creator, user group or task type. 
3. Sort and order arrows.
4. List of tasks.
5. Type of task.
6. Some tasks may have multiple deadlines per user. The oldest deadline is displayed.
7. Number of users assigned to the task.
8. Number of users who have completed the task.
9. Percentage of assigned users who have completed the task.
10. Actions menu. Clicking on the 3 dots will display the available actions for the task.

Adjusting the filters

  • The results will reflect any filters applied (see 2 above)

  • For example, if the content filter is applied:
    • Only content tasks will appear in the list.
    • The numbers displayed will reflect only content tasks.

Task Actions

Each task type will have different actions available when you click on the 3 dots:

 

View Report: Opens the Learning Plan report.
Edit Learning Plan: Opens the edit page.
School managers without permission to edit trust-level plans will see an access error
Task Details: Opens a pop up showing the task details.

 

View Report: Opens the policy overview page.
Task Details: Opens a pop up showing the task details.

  and   

View User Progress: Opens a pop up showing progress for all assigned users (see fig. 2)
Task Details: Opens a pop up showing the task details.

Fig. 2

Exporting the Report

  • You can export the report as a CSV file.

  • The export will reflect the current, filtered view

  • Click on the 'Export' button

  • Once the export is complete it will be emailed to you

Assigning a New Task

The Assign New Task button allows you to assign learning, compliance, content or custom tasks depending on your subscription.


 

 

 

 

See relevant guides in our help centre for each function:

Exporting the Report

You can export the report as a CSV file. The export will reflect the current, filtered view

  • Click on the 'Export' button

  • Once the export is complete it will be emailed to you

User view

Task Admin can be viewed by task (as above), or by user. 

Click here to access guidance on using the Task Admin in User view