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Adding personal tasks for Personal plans

Personal tasks are personal tasks that the user or their manager/administrator sets for themselves (e.g., read a book, give a presentation, learn how to work with a new program).

Adding a personal task by the Administrator

To add a Personal Task to a user's Development plan the Administrator needs to:

  • go to the Development - Development Plans menu;
  • find the user in the table and open their Development Plans;

  • select the Development Plan to which the personal task will be added, and click “Review” button;

  • click the Add button;

  • add Personal task to the user's Personal Plan

(1) - select the type of task Personal task;
(2) - add a Title;
(3) - add task content - using the WYSIWYG editor you can insert images, videos, links, change color and font size into the text;
(4) - add Task points - this fields are mandatory to fill;
(5) - attach a file if necessary - users can`t delete files attached by tutor or administrator;
(6) - select a task block (find more in Tasks blocks);
(7) - select a task type (find more in Creating types for personal tasks);
(8) - add Completion threshold (default is 0);
(9) - specify the cost of training (default 0);
(10) - specify identification tags;
(11) - specify the Deadline;
(12) - indicate Evaluation method - self-assessment or curator evaluation (find more in Checking personal tasks by the curator );
(13) - button Save.

The "Deadline" block - settings of task execution time limit. There are three settings available:

  • unlimited - default setting, no time limit on tasks;
  • ... days since assignment - relative time of passage (N days since assignment) - Available only if the Personal Task is created within a task set for a development plan (more details: Task sets for development plans)
  • completion date - limiting the task to a specific date.

The deadline of their tasks is displayed on the main page of the user's PDP:

The user is sent a reminder about approaching deadlines according to the template Deadline of personal development plan tasks ends.

Sending such notifications is controlled by the “Tasks Reminder” setting in the Learning - Tasks menu.(More details Tasks Reminder).

Adding a personal task by the user

To add a personal task, the user needs to:

  • In the Development Plan (menu Learning- My Tasks - Filter: My Development Plans → select the desired Development Plan or menu Development - My development plan - select the desired Development Plan), click the Add button.

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  • fill in all the required fields to create the task;

(1) - select the type of task Personal task (only the Personal task type is available for users and it is selected by default);
(2) - add a Title;
(3) - select the required type of your task from the list;
(4) - select a task block from the list;
(5) - add a Description;
(6) - add Task content - using the WYSIWYG editor, you can insert images, videos, links, change the color and size of fonts into the text;
(7) - add a plan (subtasks) to a personal task (when passing, it is displayed as a checklist and after marking the completion of the subtask, it will be crossed out);
(8) - add a Completion threshold (0% by default);
(9) - attach a file if necessary;
(10) - set the "Deadline";
(11) - specify the "Evaluation method";
(12) - a button for saving.

  • save

The task has been added to the Personal plan!

If in the Evaluation method block you have selected Curator evaluation, their name will be displayed on this task card.

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The content of the task is displayed on the Own task view page
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(1) - administrator's task
(2) - user task - can be edited and deleted

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