Learn how to create custom tasks for indivdual apprentices or applicants.
User Types: Regulators, Sponsors & Employer Administrators
If you want to notify individual Apprentices and Applicants of activities they need to complete, look no further than Tasks.
Step 1: Navigate to the Apprentices > Overview tab
- 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 name of the user you want to assign a Task
Step 3: Navigate to the user's Task sub-tab & click New+
Step 4: Customize the Task information and click Save
- Users will be notified about their Task twice:
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- When it is created for them
- When the due date arrives
- If you'd like to create additional, individual reminders, you can learn about that process here.