Impact Tasks

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.

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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. 

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

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Task Permissions

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

  • Can Access Tasks
  • Can Create Tasks
  • Can Edit Tasks

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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.

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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. 

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

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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.

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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.

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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).

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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.

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

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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.

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