Task Manager
This chapter explains how to set up Task Manager.
Feature Basics
This section offers an overview of the Task Manager feature, which lets you assign tasks to other users or roles, or create a to-do list for yourself. For example, you might create tasks for the teaching assistants assigned to your course section.
People who have tasks assigned to them will see those items listed in the feature instance. They also can mark a task as completed, in progress, and so forth.
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No Default Location
In the default layout of the portal, there are no instances of the Task Manager feature—but you may be able to add this feature to your course section’s pages, to a Campus Groups context that you lead, or to any other context that you might manage. If you need help with adding a feature to a page, refer to the Add a Feature Instance to a Page section.
Use this procedure to create a task, either for yourself or for others.
Navigate to the appropriate instance of the Task Manager feature and maximize it.
The system displays the maximized view of the feature instance. By default, the system displays the tab labeled My To-Do List.
Do one of the following:
If you want to create a task for yourself, click the link labeled Add a New Task.
If you want to create a task for someone else, select the Tasks I Assigned tab, then click Assign a New Task.
The system displays a form.
Fill out the form as follows:
In the Name field, enter a short label for the task.
If this is a task for someone else, use the Assign To area to select the person or role to which you want to assign this task.
In the Description field, enter a description of the task.
If this is a task for yourself or someone else, use the Due Date area to set a deadline.
If this is a task for you, use the Status area to describe the current state of the task.
Use the Priority drop-down list to select a priority.
Click Save.
By default, users can create tasks for themselves, but only members of the Faculty role can create tasks for other people. If you want another role to be able to do this, use the following procedure.
To allow a role to assign tasks to other users:
Navigate to the page that contains the Task Manager feature instance.
Click the wrench icon in the upper-right corner of the page.
The admin bar displays.
Click the Access link in the admin bar.
The system displays the Access page, which lists all the roles defined for this context as well as all the global roles. Roles that have access to the page are highlighted in green. Roles that do not have access to the page are shaded gray.
Locate the role that should be granted permissions, and take one of the following steps:
If the role is highlighted in green, this means the role already has permission to view the page. Click the role to display a dialog that lists the permissions available in each of the features found on the page.
If the role is shaded gray, this means the role does not have access to view the page. You must first grant the role access to the page before you grant permissions. To do so, click the role and then click the Hidden button to change it to Visible. Now that the role can view the page, the screen refreshes to list the permissions available in each of the features found on the page.
Under the list of permissions for the Task Manager feature, click the button next to the Can Assign Tasks permission to change the setting to Yes.