How do I create or assign a task?

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.

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 Assigned Tasks tab then Assign Task.
2. To assign the task:
   1. In the Assigned To field, click the Add User drop down arrow.
   2. Click the user's name to select it.

3. 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.
4. You may choose to Publish Now or In the Future by clicking a date on the calendar.
5. 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 Tasks tab. 

My Tasks

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

1. From your dashboard, click the My Tasks tab.
2. Click Create To-Do.
3. You may choose to Publish now or In the future by clicking a date on the calendar.
4. Click Save or Save & Create Another 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.