Task List Overview and Options

Scheduling Meetings [top of page]

Meetings are scheduled by entering a date, time, and location. Depending on who can edit the task, either the Evaluatee or the Evaluator can schedule a meeting.

To schedule a meeting

1. Click on a task that has a meeting details section.
2. Click the pencil icon on the right of meeting details
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3. On the pop-up, click in the date box and select the date
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4. Enter in the time
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5. Enter in location
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6. When date, time, and location are entered, click the OK button.
7. Meeting information can be sent to the opposite user for them to add to their calendar: 
• By clicking the share icon to the left of the pencil icon: 
• A message wil pop-up:
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          After clicking Send, an email will be sent to the recipient as well as the sender that looks like this:

• Here you can add the event right into your calendar!

Uploading a File [top of page]

Different tasks, depending on your district settings, allow files to be uploaded. Types of files include PDFs, spreadsheets, documents, videos, and pictures. File must be smaller than 15 mb to be accepted.

To upload a file:

1. Click on a task that has a Files section
2. Click on the up arrow icon
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3. Either drag and drop files or click the browse button to select multiple files from your computer.
4. Select the file or multiple files to add.
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5. Click Start on the screen next to each file to add to the task.
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To add notes or associate to criterion:

1. Click the pencil icon next to the file you'd like to add notes or associate to criterion.
2. Click Edit
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3. On the pop-up, a description and notes can added.
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4. Click the Associate Criteria button to choose one or more criteria to associate to the file.
5. On the pop-up, click + on criteria in the list and then click Add Criteria.
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6. Once done, click OK to save

See our Adding Evidence article for more detail information.

Adding Charts or Web Links [top of page]

Different tasks, depending on your district settings, allow Charts or Web Links to be attached. 

To add a CHART:

1. Click on a task that has a Charts section
2. You have the option of adding the student growth chart by simply selecting the chart icon which will directly navigate you to the student growth chart

1. Or you can click on the + icon to add a different chart
2. On the pop-up that appears, click the + on a Chart from the list you have already created or click Launch Charts Manager to create new ones. Click here for a video on the Charts Manager.
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• Click here to learn more about the Charts Manager in general or specifically the Student Growth Chart (previously housed in Evaluations Application) 

To add notes or associate to criterion:

1. Click the pencil icon next to the chart you'd like to add notes or associate to criterion.
2. Click Edit
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3. On the pop-up, notes can be added.
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4. Click the Associate Criteria button to choose one or more criteria to associate to the file.
5. On the pop-up, click + on criteria in the list and then click Add Criteria.
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6. Once done, click OK to save.

To add a WEB LINK:

1. Click on a task that has a Web Links section
2. Click on the + icon
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3. On the pop-up, enter the web address/URL for the link, text to display for the link, and any notes.
4. Click Ok to save
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To associate to criterion:

1. Click the pencil icon next to the web link you'd like to associate to criterion.
2. Click Edit
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3. On the pop-up,Click the Associate Criteria button to choose one or more criteria to associate to the file.
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4. On the pop-up, click + on criteria in the list and then click Add Criteria.
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5. Once done, click OK to save.

Deleting a Task [top of page]

Tasks can also be deleted in the Task view, but only tasks that are NOT required.

To delete a task:

1. Select the task from the Task List.
2. Click the gear icon on the right side and choose Delete task.
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3. On the pop-up warning, click Yes, Delete. This action can not be undone.
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Marking a Task Complete [top of page]

Tasks can only be marked completed by whoever can edit the task, either Evaluatee, Evaluator, or both. These settings are specific to a district. 

Marking a task complete:

1. Select the task from the Task List.
2. Click the gear icon on the right side and choose Mark complete?
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3. When this is done, an email is sent to the person who did not mark the task complete, the name of the person who marked the task complete is added, completion date is displayed, and the task is made 'READ ONLY'.
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• Sample email:

When tasks are added a date is set called the "Earliest Allowable Completion Date". This date prevents a user from selecting the Mark Complete? checkmark until the date has passed.

Editing a Task [top of page]

Tasks marked complete:

When a task is marked complete it is made 'read only', so to edit the task the user has undo the completion.

1. Select the task from the Task List.
2. Click the gear icon on the right side and click Mark complete? to uncheck it.
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3. Once you have made the necessary edits to the task, click the Mark Complete? again. Another email is sent and the date will be updated to the current date of completion.

User added tasks:

If a user has manually added a task to the Evalutee's task list, then the Earliest Allowable Completion Date, Due Date, and if the task is required or not can be edited. Edit abilities are only available to the user who can edit the task and if it isn't marked complete.

1. Select the task from the Task List.
2. Click the gear icon on the right side and click Edit Task
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3. A pop-up screen will appear, edit the inputs and then click OK
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Importing Task Data [top of page]

Optionally, task Information can be imported from other tasks. 

One of the uses can be because of a position level change: moving data from the 'old' position level task to the 'new' position level task. Another use, an Evaluatee starting a new year's Self Assessment by using last year's Self Assessment selections and notes.

WARNING: Any data that exists on the currently selected task will be overwritten with the newly imported data. There is no undo.

To import Task Information from another task:

1. Select the task from the Task List.
2. Click the gear icon on the right side and click Import task info.
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3. Click the task to be imported to the current task (list includes previous year's tasks too)
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4. A warning appears. If you are sure you want to replace the data from the current task with the selected task, then click Yes, Import the Task. This process can not be undone.
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Adding a Task [top of page]

When an Evaluatee is setup for the school year they are given a pre-defined set of tasks based on the Position Level they are given. After that Evaluators or Evaluatees can add, if desired, additional tasks.

Adding a task to the list:

1. At the bottom of the task list, click the + icon.
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2. On the pop-up (below), click the dropdown below Task Template to pick from the district-defined list
3. Click into the Earliest Allowable Completion Date box to select the date.
• Date that has to have passed for the task to be marked complete
4. Click into the Due Date box to select the date
• Date determines the order it on task list. If it has been passed and not yet marked complete, the task is flagged to Evaluator/Evaluatee it is late.
5. Check Is this task required? to make it required; required tasks can't be deleted.
6. Click the OK button to add the task.