📋 EVALUATEE: Task List Overview and Options (Connect)

Here, you will learn how to manage tasks.

The Evaluator or the Evaluatee may complete tasks. A task list is pre-populated at the beginning of the year, depending on the Evaluatee’s position level (e.g., Comprehensive, Focus Year 1, etc.) Each task has a due date set by the district. 

1. Start under Manage Evaluation Year in the left navigation menu.
2. You will see the "Manage Evaluation Year" page, which features several subpages (tabs) across the top.
3. Click the Tasks tab.

4. You will see a data table of the tasks populated for the year or any task the evaluator or the evaluatee has added.

5. Alternatively, tasks can be opened under "My Tasks" in the left navigation menu.

6. Click the magnifying glass to view a task.
7. Click the Row Actions gear and choose one of the following:
   • Delete: A popover window will appear: “Are you sure you want to delete this task? This cannot be undone.” Click 'Yes' or 'No' to return to the data table.
   • Import Task Info: .This process will copy over any text that matches the fields on the current task from the task identified in the popover list. Click the Task field, click the checkbox to the left of the chosen task to import, and click Save.

Adding a Task

1. Click the Add Task button in the top right to add a task.
2. The Reference Data section will be automatically populated.

3. Click the magnifying glass in the Task Template field and click the check mark to the left of the chosen task. Note: Keep permissions in mind when selecting a task. You can not delete a task you do not have permission to edit.
4. By default, the Earliest Allowable Completion Date is populated with the day before today, allowing it to be marked as complete at any time. If you do not want the task marked as complete until a certain day, select that date here.
5. Click the Due Date field and choose the date the task is due. The due date not only indicates when a task is due but also determines the order in which tasks are listed.
6. Select Yes or No from the Is this task required? Field.
   • By selecting Yes, the task will be reflected in the late task total once the due date has passed, and it cannot be deleted.
   • By selecting No, the task will not be reflected in the late task list, and whoever can edit the task can delete it.
7. Click Save. 

Task Tips

1. Once a task is complete, click the "Incomplete" button in the upper-right corner of the task page. A popover window will appear. Select 'Yes' or 'No' from the dropdown menu for 'Send Email' and click 'Save'.
2. The Incomplete button will now be changed to Completed, making it read-only, and sharing the task data, while also sending an email.
3. To edit the task, the user must click the Complete button at the top right to return it to the incomplete state and make the necessary edits. Then click Complete again. Another email is sent, and the date will be updated to the current completion date.

Task Icons

	A required task is added at the beginning of the year. It cannot be deleted.
	The task is optional.
	Past Due Required Task
	The task has been marked complete.
	The task is incomplete and may be edited.
	Displays for either the Evaluator or the Evaluatee. The item has been marked complete or is only for the Evaluatee to enter data.
	Due date
	Notify the Evaluator or the Evalutee of the change.
	Displays when either the Evaluator or Evaluatee has shared an Evaluation type task.
	Notepad is not shared.
	Notepad is shared.

• EVALUATEE_ Task List Overview and Options (Connect).pdf400 KB