Assign a task at student level by going to the Comms Log for that Profile

1 Task Type: Select the task type (drop down menu is not editable)

2 Description: Enter a short description (this will display in the reminder email)

3 Assign to: by default the task is assigned to the person creating the task, if you want the task to be allocated to another staff member (they must have a login in EnrolHQ to be available in the list)

4 Required By: select the date that the task is to be completed by (this date is used to send the reminder email step 5)

5 Send reminder email: this is optional however a template must exist for this to be selected

6 Save

Go to Email Settings > Templates > Custom

You can create or copy an existing staff template to create a the task reminder

Below is an example including the tags of a Task Reminder

Please note that this reminder rule will only run if the task is NOT completed.

There is a report that shows all outstanding tasks

Tasks Report

If a staff member departs or is on extended leave you may wish to review the Tasks Report and use the option there to reassign the task to another staff member.

select the task you want to reassign and go to the Assign to: and select the staff member you are reassigning the task to.

Note: you can update the note and the due date at this time as well

Save - the Task will then appear on the new staff members Dashboard