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 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 the main menu, click Supervision Assist to go to the Dashboard, if not there by default.
  2. Under the Assigned to Others tab, click Assign Task.
  3. To assign the task to a single user:
    1. 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 user's name to select it.
  4. To assign the task to multiple users:
    1. Click Show Quick-Add Groups to expand the list of multiple-user options available for your role.
    2. Click a group name to add all of its associated users to the Assigned To field.
  5. 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-exisitng evaluation, selected from the tab's dropdown.
    3. CE Course tasks assign a pre-existing CE course, selected from the tab's autocomplete text field. This list of CE courses is generated from the course catalog in CE-Credit.com.
    4. Objective tasks assign a pre-existing objective, selected from the tab's autocomplete text field.
  6. When finished, click Save.

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 the main menu, click Supervision Assist to go to the Dashboard, if not there by default.
  2. Under the Assigned to You tab, 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-exisitng evaluation, selected from the tab's dropdown.
    3. CE Course tasks assign a pre-existing CE course, selected from the tab's autocomplete text field. This list of CE courses is generated from the course catalog in CE-Credit.com.
    4. Objective tasks assign a pre-existing objective, selected from the tab's autocomplete text field.
  4. When finished, click Save.

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

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