Impact Tasks

Updated March 30, 2026 14:54

Watermark Support

Overview

Impact tasks allow institutions to understand whether a student has completed an assigned responsibility, how long it took to complete, and can be used for follow-up by an advisor/coach if the student has not completed their assigned tasks.

The tasks list showing four active tasks with checkboxes, task titles, status icons, start and due dates where provided, and assigned‑to details on the right.

Impact Tasking permits any user to assign a task to any other user.

Tasks have due dates and can link information from a Resource Guide.
The goal of Impact Tasking is to allow the institution to track and change student behavior.

The analytics gathered from each task and their associations will be processed through our intelligence engine, Predict, to understand what students are doing and to drive recommendations based on the history of similarities.

Task Templates

From Tasks Administration, SS&E Admin users can select Task Templates to add a new task template.

The New Template page showing fields for Task Template Title, Task Template Description, Brief Idea, Task Title, Description, Priority, Assign To, People That Can Help, Resources, and a Key Engagement checkbox, with a Save button at the bottom.

For example, the following task template includes a resource that will be automatically assigned when selecting the "Visit Financial Aid" task.

The Task Template page showing details for a template titled Visit Financial Aid, including template description, enabled status, task title, description, priority, assigned‑to setting, listed resources, people that can help, and key engagement set to yes.

Task from Campaign

You can also create tasks directly from the Campaign under Settings, as shown in the screenshots below.

The New Enrollment Campaign page showing the Enrollment Settings tab selected. The criteria section showing fields for Terms, Courses, Enrollment Statuses, Departments, and Course Sections. The Create Task option enabled, revealing fields for Task Title and Task Description below.

The New Application Campaign page showing the Application Settings tab selected, with criteria fields for Statuses, Programs, and Terms. The Create Task option enabled, revealing Task Title and Task Description fields below.

The New Appointment Campaign page showing the Appointment Settings tab selected with criteria fields for Staff, Service Offerings, Campuses, and Dates. The Create Task option enabled, revealing Task Title and Task Description fields below.

Task Permissions

Task related permissions are role-based permissions that include the following options:

Can Access Tasks
Can Create Tasks
Can Edit Tasks

The Tasks permissions section showing three enabled options: Can Access Tasks, Can Create Tasks, and Can Edit Tasks, each with a description below.

Users that are not allowed to edit tasks will only see the option to Update a task, as the Edit button is removed from the UI.

The task detail view showing a New Task Test header with an Update button at the top. The status showing Not Started. The Info panel showing priority set to Medium, with created and modified timestamps. The People panel showing About, Assigned To, and Assigned By entries. The Feed panel showing one activity entry with a comment option on the right.

How to Assign a Task

To assign a task to a student or staff member, click on New Task from the user's Tasks tab.

When adding a task, users have the option to select a task template.

Upon choosing a template, subsequent information will need to be completed.
This allows users to attach predefined resources to a task as well as clearly define the parameters of the specific task.

The New Task popup showing fields for Templates, Title, Description, Assign To with Assign to Me and Assign to Olivia Student links, Start Date and Due Date fields under Dates, Status set to Not Started, Priority set to Medium, an expandable Show other options link, a Notify people about the creation of this task dropdown, and Save and Cancel buttons at the bottom.

In the following screenshot, the Staff View shows how the Visit Financial Aid task template information appears on the Tasks tab:

Notify Others about the Task

When adding a new task or changing a task status using the "Update" button on the task menu bar, you may choose to notify specific people by selecting them from a drop down list.

This allows notifications to be sent to people who may not be directly assigned to the task.

The New Task popup showing fields for Templates, Title, Description, and Assign To with Assign to Me and Assign to Olivia Student links. The Dates section showing Start Date and Due Date fields. Status set to Not Started and Priority set to Medium. A Show other options link displaying below. A Notify people about the creation of this task dropdown and Save and Cancel buttons showing at the bottom.

The Update popup showing the task Attend Graduation with fields for Status, People to notify about this change, and a Comment text box, with Save and Cancel buttons at the bottom.

Task Status

Once a task is assigned, anyone with access to the student record can update the Task Status.

Available Task Statuses are: Not Started, In Progress, Completed, and Cancelled

There are no permissions for updating the task status. Anyone with access to the task can update the task status.

The Update popup showing the task Attend Graduation with the Status dropdown expanded, displaying options Not Started, In Progress, Completed, and Cancelled. Fields for People to notify about this change and a Comment text box showing below, with Save and Cancel buttons at the bottom.

User Settings

Once the task is assigned to a student that is on the Caseload of additional faculty and staff members, they are able to see this information as an Event within the Activity Feed (if they have opted into receiving this information within their personal User Settings).

The Events section showing a dropdown set to Advisees and Students I Follow, followed by three selected event options: Staff member adds a note to My Advisee, Staff member closes an alert for My Advisee, and Staff member follows My Advisee.

Staff View - Tasks tab

Depending on the logged-in user's role based permissions, faculty and staff are able to update a task status, edit a task, and view the task status progress to completion within the Tasks tab on a student's record.

Student View - Home Page

As a recipient of a task, students or staff will see their assigned tasks on their Home page listed under "My Open Tasks".

A separate email will also be initiated, informing them of the assignment.
Progress to completion can then be marked within the home page.
From the web app, students can click on "Mark Complete" or use the dropdown arrow to change the status, add a comment, and select others to notify about the status change.
- From within the Mobile Watermark Student App, students can mark a task as complete or reopen a task.

The My Open Tasks section showing a list of tasks, each with a checkbox, task title, and a subtitle reading Regarding Olivia Student, followed by Start and Due fields showing dashes.

The Update Task popup showing a Status dropdown set to Not Started, a Comment box with text stating moving back to not started status, and a Notify people about this change field with one name selected. Update and Cancel buttons showing at the bottom.

Joan Faculty will see this update on their Home page in their "Student Caseload Tasks":

The Task Details view showing the File the FAFSA task with an Info panel displaying activity information, assigned details, and workload dates. The People panel listing related participants. The Feed section showing multiple updates, including comment entries and status changes, each with timestamps. A More button showing at the bottom of the feed.

Watermark Student Mobile App - Task Features

Within the mobile app, students can:

View Open Tasks
View Completed Tasks
Mark a Task as Complete (by selecting an open task and clicking on "Complete")
Reopen a Completed Task (by selecting a completed task and clicking on "Reopen")

Within the mobile app, there is no option to update a task status and select others to notify about this change.

The Tasks page on a mobile view showing two tabs, Open and Completed, with the Completed tab selected and displaying a count of 162. The list showing multiple completed tasks with titles and due dates in green or red underneath each title. The task view showing the Complete the FAFSA task with Details expanded, displaying Action Plan, Assigned By, Created By, Description, a Resources link, and a People That Can Help entry. A comment box showing below, followed by a green Complete button. The bottom navigation showing Home, Messages, Calendar, Courses, Tasks, and Menu icons. The task view showing the Schedule Advising Appointment task with Details expanded, displaying Assigned By, Created By, a description about scheduling an advising appointment, the Due Date, and the Completed Date. A comment box showing below, followed by a green Reopen button. The bottom navigation showing Home, Messages, Calendar, Courses, Tasks, and Menu icons.