In OpenApply, you can add a Task for yourself or a colleague via the Admin Dashboard or Applicant Profile. This allows you to keep track of open items across the team and ensure that nothing is falling through the cracks.
Adding a Task via the Admin Dashboard
Navigate to Dashboard> Tasks and click Add New Task.
Add a name for your task and select the related student.
Select an assignee under Assign to and choose a Due Date. Tick the Notify via Email checkbox to send a notification to the assignee both when the task is created and on the due date.
Tasks are categorised by Type. To edit existing types or add a new type, click Edit Task Types. Finally, you can add a Note or Attach a File. Click Save Task when done.
Editing a Task via the Admin Dashboard
Reassign a task by clicking the assignee name and selecting a new name from the dropdown. Click on the name of the task to make further edits.
On the task editing page, you can change the assignee under Assigned to, select a new Due Date or click on the trash icon on the top right side to delete the task.
By clicking on the pencil icon near the top right, you will be able to edit further information:
- Edit the Task Name
- Change the Type
- Edit any Task Type
- Add or edit a Note
- Attach a File
Add a Task via the Applicant Profile
Navigate to the Applicant Profile, and click Add New Task under the Tasks tab.
Add a name under Task, select the assignee and choose a due date.
Tick the Notify via Email checkbox if you'd like the assignee to receive a notification when the task is created and on the due date.
You can also edit Task Types, select a Type, add a Note and Attach a File.
When you are done, click Save Task.
Edit a Task via the Applicant Profile
Click the name of a task to edit.
On the task editing page, you can change the assignee under Assigned to, select a new Due Date or click the trash icon to delete the task.
Click on the pencil icon near the top right side, to edit further information:
- Edit the Task Name
- Change the Type
- Edit all Task Types
- Add or edit a Note
- Attach a File
