Tasks

You can use the Tasks page to display a list of Current and Historical tasks related to a student. The list contains the tasks assigned to you and tasks that you have permission to access (if policies are enabled). You can use the list to: 

  • Add and edit tasks
  • Complete and close tasks

Tasks with task templates configured with an Event Type of Incident are selected when the incident is added on the Incidents page ( Select the Processes tile > locate Contact Manager > select Incidents.). You can only view tasks with task templates configured with an Event Type of Incident. You can also display the details for the incident where the task was created. They also have a status of Task Template (Closed).

The table shows all of the Event Types and indicates whether: 

  • 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 in 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 (Shows red flag for high priority tasks. ).

The page shows the items for the program version for the current enrollment (if any). You can use the Program Version drop-down to change the program version or select All Program Versions.

Prerequisites

To view the page, you must have:

  • Common - Student - View authorization

  • Contact Manager - Task - View authorization

Access Method

Select the Students tile > select the name in the Students list > expand Contact Manager > select the Tasks tile.

Columns

List of tasks under the Current tab and the Historical tab. Both tabs display the same task list.

Added ByClosed The name or user ID of the person who added the person or item.

Assigned ToClosed The person assigned to the activity or who sent the item (such as a 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.

Completed ByClosed The last and first name of the staff member who completed the item.

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

Date CompletedClosed The date when the item was completed.

Date ModifiedClosed The date when the item was changed. On some pages, the date also includes the timestamp.

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

EmployerClosed The name of the employer. The list contains the names of all the employers configured for your institution.

Employer ContactClosed The name of the contact within the organization. The list 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 Closed Phone number associated with the record. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens).

Event TypeClosed 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.

InquiryClosed The name of the program and the date when the student made the inquiry. The list is displayed only if the student has an 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 ByClosed The name or user ID of the person who changed the item.

NotesClosed Area that displays, or that you can use, to specify comments or additional information related to the record or subject.

OrganizationClosed Specifies the organization for the student that is contacted for the task (such as a high school).

Organization ContactClosed The name of the contact within the institution. The list contains the contacts configured for your institution.

Previous OwnerClosed The previous owner of the task.

PriorityClosed The priority of the task. The options are Low, Normal (default), and High.

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

Prospect SourceClosed The source of the prospect specified on the Student Profile or inquiry. The values are configured by your institution and 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. This property is populated based on the campus selection. This property supports Equals and Starts With as operator options.

Reassigned DateClosed The date when the item was reassigned.

StateClosed If within the United States, the name of the state.

StatusClosed The status of the task. The list contains the system statuses of Pending (default), Queued, Closed, Activity Reassigned, and Activity Failed. Any additional items in the lists are defined by your organization. The Task Status cannot be deleted because it is associated with Student, Employer, Employer Group, or High School Tasks.

Student PhoneClosed 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.

SubjectClosed 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 CategoryClosed The category of task. The categories are configured by your institution.

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

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

Time AddedClosed The time when the task was assigned, the item or person was added, or the status change was entered.

TimeZoneClosed The time zone that Anthology Student calculated using the country code and ZIP code for the student.

Version 26.1 introduces an enhancement that improves the usability of the Task form by allowing the Note field to dynamically expand to a reasonable limit. After the limit, vertical scrolling gets enabled for additional content. Now, the Note field starts with a default height equivalent to 2 lines of text.

Using the Note Field in the Task Form:

  1. As you start typing, the Note field expands automatically, up to a maximum of 20 lines.

  2. Once the 20-line limit is reached, a vertical scrollbar appears.

  3. You can use the scrollbar to continue entering and reviewing longer notes.

The Note field now spans the full width of the form for better readability.

Limitations

You cannot sort using these columns.

  • Employer Contact
  • Organization Contact
  • Previous Owner