How to Relate Tasks to Trainers and Admin (People)

Overview

This tutorial will show you how to create and assign tasks to users related to your administration team and trainers. This makes it easier for users to know who the task is related to.

Step Tutorial

1. From the Dashboard, go to People, select the user from the drop-down menu, go to Tasks, then click the Add Task button.

2. Fill in the necessary information:

1. Template – This is optional. You can select a pre-made task template from the drop-down menu, which will automatically populate the other fields below.
2. Title – Enter a title for the task.
3. Description – Type a short description for the task.
4. Checklist – Associate a checklist if applicable.
5. Due Date – Set a due date if the task needs to be completed by a specific date.
6. Assign Users – Assign a user or an employee to the task.
7. Assign Organisational Units – Assign organisational units if applicable; otherwise, you may leave this blank.
8. All Individuals Must Complete – Identify whether all selected individuals need to complete the task.
   

Once done, click the Add button.

3. A prompt about the successful creation of the task will appear. Click OK to close it.

That's it! You've successfully related tasks to trainers and admin (People).

​

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.

• Related Articles

• How to Add a User in the SMS

  OVERVIEW Managing users in your student management system is crucial for safeguarding student information and maintaining efficient administration. This tutorial will guide you through the process of adding users, granting appropriate system access, ...

• How to Add Organisational Units in the SMS

  Overview Part of the process of setting up your SMS is creating Organisational Units. An Organisational Unit in the SMS functions as a grouping of SMS internal users to make task assignment and other administrative set up, such as Automations, easier ...

• How to Relate Tasks to Groups in the SMS

  Overview This tutorial explains how to associate tasks with specific Student Groups or Intakes within the Student Management System (SMS). By linking tasks to groups, you can streamline task organisation, ensure accountability, and improve workflow ...

• How to Navigate to My Tasks and Taking Task

  Overview Users within the organisation that have been assigned a task will be notified through the SMS. In this tutorial, we will demonstrate how to view, take, and complete your assigned tasks from the My Tasks section. You'll learn how to ...

• How to Navigate the Task Admin

  Overview The Task Admin interface in the Student Management System (SMS) is designed to help administrators manage tasks efficiently. It streamlines task management by centralising assignments, tracking progress, and enabling seamless collaboration. ...