Tasks table
The list of all tasks created in the system opens in the Learning - Learning management - Tasks menu:
The page provides task filtering (1) by assignment mode:
- All - a list of all tasks;
- Manually - a tasks that are assigned manually (via the Assign button or by uploading a list from a CSV file);
- Automatically - tasks that are assigned according to an automation rules ;
- By catalog - tasks that are available in the catalog for open access or via a training request (more details Catalog of tasks );
- By learning path - tasks that are assigned according to learning paths;
The Tasks page displays a list of all created tasks in the form of a table with the following columns:
- (2) - Title and description of the task;
- (3) - Task type - the task format is displayed. It can be: course, resource, workshop, meetup, quiz, complex quiz, survey, assessment, checklist, webinar;
- (4) - Author - full name of the user who is the author of the task;
- (5) - Tags - for more easier searching, tags can be added to tasks. More details: Tag management;
- (6) - Created - task creation date;
- (7) - (8) - Beginning and Finishing date, displayed for tasks with calendar deadlines;
- (9) - Users - number of users assigned to the task;
- (10) - PDP- number of task assignments through the Individual Development Plan. More details: User assigning.
You can Search for a specific task by Title. Filtering (11) is available for the other columns.
The Competencies filter displays all competencies created in the system. If you select one (or several) competencies, the table will show a list of tasks that develop the selected competency. More details: Competencies for the tasks.
Filtering can be performed on multiple columns at the same time. When any filter is applied, the "Clear filters" button is displayed. If several filters are active, a remove icon appears next to each parameter, allowing you to delete filters individually. To reset all filters at once, click the "Clear filters" button.
Sorting (12) is available for any column in the table; however, it can be applied to only one parameter at a time. By default, sorting is set by Created Date.
(13) — Actions button — the following actions are available for each task:
- Edit task;
- Preview, see more in the article: Task preview;
- Duplicate task. When duplicating a task, all settings are copied except for: assigned users, badges, certificates, and automation rules;
- Assign users to the task;
- Report — navigate to the task reporting page;
- Sent E-mail log;
- Remove task.
If a task (of type quiz, course, program or complex quiz) contains free-answer questions that require checking, the "Check answers" option will appear in the Actions (13) menu, allowing you to navigate to the Answers for checking page.
(14) — Column display settings — this feature allows you to hide or show columns in the table.
You can also hide a column by clicking the More button next to its name and selecting Hide column from the dropdown menu. The More button also provides access to Sorting and quick navigation to Filter for that column.
Example of hiding the "Created" column
(15) — Parameters — you can configure additional settings for tasks. More details: Configuring advanced settings for tasks.
(16) — Reminders — enable and configure reminders for incomplete tasks. More details: Tasks Reminder.
(17) — Add new task.
For convenient work with tasks, there is a possibility of group actions. To do this, you need to mark the necessary tasks using checkboxes - after which a panel with available actions will appear at the bottom of the screen.
By default, the "Remove" button is available, and by clicking on the arrow next to it, you can select the Set tags option.
If you uncheck the checkboxes from the tasks, the action panel will automatically disappear.
