How do I create or assign a task?

Tasks can be created and assigned to a single user, or to multiple users at once, from within the Create Task modal. Anyone can also create self-assigned tasks called "to-dos".

Note: You cannot upload a recording as a task. Please upload live session recordings by clicking the "New Live Session" button on the Supervision Assist Live Session page.

Assigned to Others

To create a task and assign it to someone else:

  1. From your dashboard, click Assign To Others tab then Assign Task.
  2. To assign the task to a single user:
    1. In the Assigned To field, click the Add User drop down arrow
    2. click the user's name to select it.

  1. To assign the task to multiple users:
    1. Click Add Group drop down to show the ist of multiple user options available for your role.

b. Click the group name to add all of its associated users to the Assigned To field.

  1. Select the name corresponding to the type of task you wish to assign:
    1. General tasks include a description and optional file attachment.
    2. Evaluation tasks assign a pre-existing evaluation, selected from the tab's dropdown.
  2. You may choose to Publish Now or In the Future by clicking a date on the calendar.
  3. To have this assignment repeat click the Yes button under Repeat.
    1. Choose how often you want this task to repeat
    2. Enter an end date for this repeated task to end.

  1. Click Save or Save & Create More if you have more tasks to assign.

The new task is now created, assigned to the selected users, and listed under your Dashboard’s Assigned to Others tab. 

Assigned to You

To create a "to-do" task assigned to yourself:

  1. From your dashboard: Click Assigned to You tab
  2. click Create To-Do.
  3. In the Create Task modal, select the tab name corresponding to the type of task you wish to assign:
    1. General tasks include a description and optional file attachment. 
    2. Evaluation tasks assign a pre-existing evaluation, selected from the tab's dropdown.
  4. You may choose to Publish Now or In the Future by clicking a date on the calendar.
  5. To have this assignment repeat click the Yes button under Repeat.
    1. Choose how often you want this task to repeat
    2. Enter an end date for this repeated task to end.
  6. Click Save or Save & Create More if you have more tasks to assign.

The new task is now created, assigned to you, and listed under your Dashboard’s Assigned to You tab.


Send a Task / File Attachment / Evaluation

In some situations, you may want to send a task, a file attachment, evaluation, message, or task to another user. You may do this by creating a task.

  1. From your dashboard select the Assigned to Others tab, and click Assign Task.

  2. In the Assigned To field, enter the first name of the person you are assigning the task to; their full name will appear in the field’s autocomplete list. Click the correct name to select it

  1. Click on the appropriate task type
    1. General: Sends a task to the selected include a description and attachment. (usually a document) 
    2. Evaluation: Sends an evaluation to a user to complete 
  2. Click Save
  3. The assigned task will be listed under the Dashboard’s Assigned to Others tab 

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