How to create, update and monitor tasks in your Bursary16+ system
This guide will show how you can set tasks for staff users, relating to specific students within your platform.
First, you need to choose a student in order to assign a task.
You may do this by either typing the student's name in the search field beside the Knowledge Base button and selecting the student, or by locating them within a list of applicants from your dashboard.
This will take you to the profile of the student that you need to see, have a call, or whatever it is that you want to do.
Note: You can set a task for a teacher per student.
On the student profile, go to the Activities tab and click on the "+ Task" button.
Fill out the required fields:
Due date - when the task needs to be done by
Assignee - the teacher who will do the task
Content - details of the task
Tick the "Send email to teacher" box to notify the teacher the task is assigned to them
You can also create reminders about the task - for a specific date and time or relative to the completion date and send a copy of the reminder by email.
When you have set the task, click "Create Task".
Once done, go back to your homepage by clicking on the B16+ button in the upper left corner.
Go to the Tasks tab and you should see all the tasks that were created & assigned.
If you have several tasks, you may find it helpful to filter tasks by their assignee or status.
To mark a task complete, simply click on the check icon (as shown below).
Note: Completed tasks are highlighted green.
You can also update or delete the task by clicking on the edit or bin icons (as shown below).