Learn how to create and send a custom task or reminder to multiple applicants or participants at once.
Note: Tasks only can be sent to participants and applicants with managed accounts. Since they do not have platform access, they will not be able to perform any tasks that require action within the platform, including marking the task as complete. However, it is a great way to notify them about upcoming items and/or have them complete tasks that can be completed external to the platform.
Step 1: Navigate to Participants and the Type of Participant
Note: If you want to add a Task for an Applicant, navigate to the Applicants tab instead and follow the same steps below.
Step 2: Click the box next to the Users you want to assign a Task
- Or click the box next to "Name" at the top of the user list if you want to send a task to all users listed on the page. To add as many users to the page as possible, click the 25Ξ icon in the top right to increase the number of users shown.
- The blue Actions button will appear once you have selected at least one user.
Step 3: Click the blue Actions button & click Create Tasks
Step 4: Customize the Task or Reminder information and click Save
Task descriptions can include full hyperlinks to outside documents.
Tasks appear on each user's TASKS page.
Users also will be notified three times via email and in-app (and text message if turned on by apprentice):
- When it is saved
- The day before the due date
- The due date
Users will have the ability to mark the task as complete, which will send a notification to program personnel.
Reminder descriptions can include full hyperlinks to outside documents. Users will receive reminders via email and in-app/platform notifications as well as text (if they turn on this option).