Learn how to work with SEE impacts and get the most out of your experience
Working with tasks
Learn how to use tasks in your assessment workflow to engage your team

Tasks are available when working with draft assessments (see also 'working with assessments' in related articles). The tasks feature is available by clicking the yellow button in the lower right corner of the draft assessment workflow.

 

To create a task, name the task in the text field in the list (under subject), then click add to the right. This will create a task for you to edit by clicking the icon on the right side. Add notes to your task to elaborate on what's needed and any instructions. Then, select a responsible user for the task from the dropdown. Check to notify by email and set a due date if desired. Then click update. An email will be sent to the user with details of the task, instructions on locating the task, and the relevant assessment in SEE impacts. This can be done from the 'my tasks folder' in the dashboard. There will also be a notification bubble on the status icon of the assessment in the unit folder, showing how many incomplete tasks remain.

 

Once your colleague locates the task and the assessment, they may add any requested information in the comments of the draft assessment, using the blue comments button. They can also add to the notes and reassign the task to you or another user, so you will be notified that they have completed their part of the task and it will now be forwarded to you. This process will continue until the task is marked completed, after which it will disappear from the list unless added by including the completed task in the search panel above.

 

Once the assessment is final, all tasks related to it become redundant and are no longer available.

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