Folio Admins can now create and assign tasks to employees to provide clarity and definition for how to productively complete their day and their school year.
Employees see their Task List on their Dashboard page and can track and complete tasks.
Folio Admins can see the completion status of the tasks they’ve created and assigned.
Folio Admins can create these tasks. To do this, click on Manage, then Tasks.
On the Tasks page, click “Add Task” to create a Task.
On the New Task page give the Task a Title and Description. The Description can be detailed instructions on how to complete the Task.
Add a due date and click “Create Task” to assign the Task to all employees.
Tasks can be “On” or “Off” when they are created. A Task created with the switch “On” is added to all employees’ Task List.
You can also create a Task with the switch “Off.” In this way, you can create a Task ahead of time and then turn it “On” when it is time to assign it.
Turning an existing Task off removes it from the employees’ Task list.
You can view/edit/delete the Tasks you’ve created on the Tasks page.
Clicking on a Task will show the completion status for all employees.
Task List on the Employee Dashboard
The Task List appears at the top of the Dashboard. Employees can filter the list and click the drop-down to see more detail for each task.
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