Tasks can be assigned to staff members. Once they have been assigned, staff members are notified with a completion date. To view a task, go to the Tasks Dashboard. See this video for more information Tasks.
The ion district administrator at your district will need to set up permissions for Tasks. See
If tasks are overdue, a bell will appear and you can click it to view your tasks.
Depending on permissions, you can view your tasks by clicking Tools>Tasks.
Assign a task to a staff member by filling out the information and clicking submit.
Tasks can be assigned to staff members in these places in ion:
- Quick Menu. Select "Tasks" from the "+" Icon
- Student Profile. Select Tasks Tab from the student's profile
- Student Plan. Select the "Tasks Tab from the student's plan.
- Individual Cases. Select the Task icon OR choose "Tasks" embedded in the Meeting Notes.
Access to view and assign tasks is based on permission settings.
Whenever a task has been assigned to a staff member, they are notified by an email. In some cases, a calendar appointment is automatically generated for noon on the date the task is to be completed.
- The individual receives an email.
- The task is visible on their calendar.
- Clicking on the task populates more information.
- Hovering over the detail provides more information.
If a task has been assigned to a staff member, they can view that task. Only those who have permissions to view all tasks will see tasks assigned to other staff members.
- The main place to view and complete tasks is Tools>Tasks.
- If you have overdue tasks, you will see the bell icon and can access Tasks there.
- Tasks are visible on a student's Plan Page under the Tasks tab.
- Tasks are visible in the Student Profile under the Tasks tab.
- Tasks are visible in a student's Individual Case Timeline.
If the drop down does not populate for open, completed, dismissed, please submit a support ticket.
1. Click the edit button to add notes / complete the task
2. Add a note to enter the details of the task as needed for staff to review
3. Click Save Note
4. Click the drop down menu to choose the option to complete the task
5. Enter the date in the pop up
6. Click the completed tab to view the completed tasks
