Bulk Task and Bulk Action Plan

Updated
Watermark Support

A short video demonstration can be found Bulk Tasks and Bulk Action Plan.

The Aviso home page with the Students tab highlighted in the top navigation bar, a left panel listing student groups and individual students, and a main content area showing a student activity feed titled First Generation. An instruction also states that from the Aviso home screen, select Students from the top menu to access student information and activity.

The Aviso Students page with the First Generation filter highlighted in the side panel, the three-dots menu open showing Tasks and Action Plan options, and a main content area displaying the First Generation student activity feed with the Task and Action Plan options highlighted at the top. An instruction also states that to send a bulk task or action plan, highlight the saved filter you want to use, then select the Action menu or click the three dots to the right of the filter name and choose an option from the menu.

The Assign Task section showing the filter set to First Generation, with templates, status, priority, and Assign To fields showing dropdown menus, a title field at the top, a description text box, start and end date fields highlighted under Assign To Me, options to hide other fields, and additional sections for Associate a Resource and People That Can Help with Mary Finance selected, along with checkboxes for Private and Key Engagement where Key Engagement is selected. An instruction also states that after selecting the action, a new screen pops out, from which the user selecting options from the dropdown menus, assigning start and due dates, and using the Private and Key Engagement checkboxes when applicable.

The Assign Action Plan section showing the filter set to First Generation (108), with the Action Plan Template dropdown menu highlighted, informational messages noting that the action plan will not be assigned to students who already have it and that notifications may be created for students and staff, and Save and Cancel options with Save selected. An instruction also states that the user verifying the information and clicks Save, with the action running in the background and the task or action plan appearing on the student profile after a short delay.

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