Staff Tasks

Staff Tasks

Feature Overview

The Staff Tasks tab is in an individual student’s profile in Bulldog Connect. The Staff Tasks tab helps staff prepare for discussions with students or track actions related to them.

Snag_28e41662.png

The Staff Tasks tab has a table of tasks related to the student. Staff can add their own tasks for the student here and edit/update existing tasks if they have permission to do so.

Snag_28e4c1c5.png
Staff Tasks tabs

From this table, you can update the task's status, view details, or edit the task.

Snag_28e4eba3.png
Tasks Options

You can bulk update your tasks or those assigned to others. This lets staff assign tasks to colleagues by updating assignments and task status in bulk. Add Bulk Staff Tasks under any Standard Report by clicking the Actions button.

 

Snag_28fe7a4d.png
Under Action selct ‘Add Staff Tasks'
b9556b26-8e7b-44f8-87ae-de22ef74857b.png
Pop up for Bulk Tasks

 

When the user selects Add Task, the Add Staff Task panel opens with the student listed as the Related Person and the staff user as the Assigned To person, which can be changed.

Snag_28e63172.png
Add Staff Task