Manage All Your Tasks

You can use the Tasks list to display a list of all your tasks and use the list to manage those tasks. For example, you can:

Display a list of active tasks
Add new tasks and edit existing tasks
Complete and then close those tasks

The list contains the tasks:

Assigned to you
You have permission to see (if policies are enabled)

The list does not contain tasks with task templates configured with an Event Type of Incident. Those tasks can only be viewed on the Tasks pages for specific students. (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Tasks tile.)

The table shows all of the Event Types and indicates whether or not:

You can create the task
The tasks can only be automated and scheduled by Anthology Student
The task can be both created and automated

Tasks automated and scheduled by Anthology Student appear in the list after Anthology Student adds them so that you can assign them. If needed, you can then edit and close them.

Event Type	Created	Automated	Event Type	Created	Automated
Auto Disb. Cancellation/Disb. To Re-expect Alert		X	Meeting	X	X
E-Mail Organization		X	Message	X	X
E-Mail Staff	X	X	Other Task	X	X
E-Mail Student	X	X	Outgoing Phone Call	X	X
E-Mail To Employer	X	X	SMS-Text Message	X	X
Incoming Phone Call	X	X	Student Alert	X	X
Job Notification Alert		X	Waitlist E-Mail To Student		X
Job Notification E-Mail		X	Waitlist Web Alert To Student		X
Letter	X	X

The Tasks list is displayed and sorted by Due Date with the most recent task due first.

Tasks that are past due have their Due Date displayed in red and are followed by a red exclamation mark (!).
Tasks that are high priority have their Priority marked with a red flag ().

By default, it is filtered to display tasks with a due date in the last 2 years.

Prerequisites

To display the list of tasks, you must have:

Contact Manager - Show Tasks Tile authorization
Contact Manager - Task - View authorization

Access Method

Select the Tasks tile.

Actions Available

Columns

Assigned To The person assigned or sent the item task (such as task, document, or message). For a new task, the default is your user ID. If you have permission in the policy, the names of other staff members are displayed.

Added By The name of the staff member who added the person or item.

Date Added The date when the item or person was added or the status change was entered.

Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time.

Due Date The date when the item is due (such as task, document, or message). For a new task, the default is today. If you are specifying the value, specify the value in the format MM/DD/YYYY or select the calendar button to select the date.

Employer The name of the employer. If you are selecting the employer from a list, it contains the names of all the employers configured for your institution.

Employer Contact The name of the contact within the organization. If you are selecting a contact in a list, it contains the contacts configured for your institution. If your institution uses the Contact Type/Activities Security to limit access to contacts (Setup > Career Services), the list only contains the contacts you are authorized to select.

Employer Phone The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens).

Event Type The type of event associated with the task. Events are defined by the system and are selected for task templates when they are configured by your institution.

Inquiry The name of the program and date when the student made the inquiry. The list is only displayed if the student has a Anthology Student Status Category of Lead (such as New Lead, Interview Schedule, or Interviewed). For the list to be available, the Track Multiple Lead Inquiries box must also be selected in Anthology Student on the Lead Sources Code Setup form (List > Admissions > Lead Sources > Add/Edit Lead Source > Lead Sources Code Setup).

Modified By The name of the person who changed the item.

Organization Specifies the organization for the student that is contacted for the task (such as High School).

Organization Contact The name of the contact within the institution. If you are selecting a contact in a list, it contains the contacts configured for your institution.

Previous Owner The previous owner of the task.

Prospect Source The source of the prospect specified on the Student Profile or inquiry. The values are configured by your institution and they indicate how a student heard about your institution. If you are specifying the value, the program displays a dialog that you can use to select more than one prospect source, vendor, or sub vendors.

Priority The priority of the task. The options are Low, Normal, and High. The default is Normal.

Program Version The program version associated with the student or item.

Reassigned Date The date when the item was reassigned.

State The state from the student or employer address.

Status The status of the task. If you are selecting a value, the list contains the system statuses of Pending (default), Queued, Closed, Activity Reassigned, and Activity Failed. Any additional items in the lists were defined by your organization.

Student The last and first name of the student. In some lists, the name of the student is highlighted. If it is highlighted, you can select the link and it will display the Student Profile or a page available from the profile (such as their Documents list in Contact Manager). To display the Student Profile, you must have Common - Student - View authorization. If the link takes you to a page available from the profile, you must have authorization for that page. For example, if it displays the Documents list, you must have Contact Manager - Student Document - View authorization.

Student Campus The name of the campus for the student.

Student Number If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it.

Student Phone If the student has a default address specified in their Related Addresses list, the phone number specified for the default address. If there is no default, it displays the phone number from their Student Profile.

Subject The description of the task. If you are specifying the description, the default is the value that you selected for the Task. The value can be modified.

Task Template The task that must be performed. It is the name given to the task template when it was configured by your institution.

Time The start time of the task specified in the From field for the task.

Time Zone The time zone that Anthology Student calculated using the country code and zip code for the student.

Filters

You can filter the list by specifying one or more of the following parameters and selecting the Apply Filters button.

The fields display the values you specified the last time you accessed the page (persistence). Anthology Student supports persistence even after you have signed out of Anthology Student.

Assigned To Filters the list by the person assigned to the task. By default, it displays your user ID. If you have permission in the policy, you can select the names of other staff members. If you select the search icon and are using the Select Assigned To dialog to select staff members, you can select a maximum of 50 staff members. To select all staff members, use the delete icon (X) or search icon to remove the existing staff members. Once you remove all the staff members, All Staff is displayed in the field. If needed, you can filter the list using the column filters after you select Apply Filter.

Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

Due Date From and To The date when the item is due (such as task, document, or message). For a new task, the default is today. If you are specifying the value, specify the value in the format MM/DD/YYYY or select the calendar button to select the date.

Only Reassigned Tasks Select to display only the tasks reassigned to you. There is no time limit on the tasks displayed. It will display a reassigned task until the tasks is closed.

Show Tasks Assigned To Filters the list to show the tasks assigned to the staff members that you select in the list. If you have permission in the policy, the names of other staff members are displayed. The maximum number of staff members you can select is 50.

Show Unassigned Tasks Filters the list to display tasks that have not been assigned.

Limitations

You cannot sort using these columns:

Assigned To
Employer Contact
Organization Contact
Previous Owner