Tasks (Counselor View)
The Tasks section lets you create and assign to-do items to your students and track their progress.Task list
The tasks page shows all tasks you have created, grouped by student. Each row shows:- Task title and student name
- Due date
- Priority badge
- Status — Pending / In Progress / Completed / Overdue
Creating a task
- Click + New Task.
- Select the student to assign it to.
- Fill in:
- Title — e.g., “Upload IELTS certificate”
- Description — detailed instructions for the student
- Due date — set a realistic deadline
- Priority — High (red), Medium (yellow), Low (grey)
- Task type — helps the student understand what action is needed
- Optionally attach a file (e.g., a form the student needs to fill in).
- Click Save.
Bulk task creation
To assign the same task to multiple students at once:- Click + New Task → Bulk assign.
- Select the students from the list.
- Fill in the task details — they apply to all selected students.
- Click Assign to all.
Following up on overdue tasks
The tasks list highlights overdue tasks in red. Click into a task to:- Edit the due date if needed
- Add a note explaining the delay
- Send the student a reminder message
Completing tasks on a student’s behalf
If a student has completed a task outside the portal (e.g., emailed you a document), you can mark it done:- Open the task.
- Click Mark as Completed.
- Add a note if needed (e.g., “Student submitted via email on 12 Jan”).