"to do" list

[Anonymous]

My old system used to have a “notifications” list for each staff member, where it would put up notifications/tasks reminders. For example, it would list there who hasn’t been in for 10 days and who needs a follow up call. More importantly, we could add a notification on the fly to remind us to contact a student about something and then 10 days later or whatever we set it as, it would pop up in the notifications list.

Is there a way to do this now and I am not seeing it? If not, can you please add this in? Thanks!

[Master Toby Milroy]

There are a couple of features you may want to look at.

#1 – “Notifications”

Go to the dashboard, and click the button in the top right of the screen “Notifications”.

Then, in the box that pops up in the bottom right, click the “manage” link.

Here you can set up ‘manual’ messages for your staff (I like to use this for staff training videos etc…). You can schedule these to ‘recur’ or not. These are mostly for you to communicate tasks etc with your staff.

#2 – “Calendar” Tasks

Similar to the above notifications, you can set tasks and reminders per staff member in the calendar.

#3 – Dashboard Widgets

For ‘missing’ students etc…..currently the dashboard is the control point for this. The A-B-C-MIA List will give you this data.

 

Currently, there aren’t any “Automations” set for attendance rating etc….BUT, it’s on our near term development roadmap to include some REALLY cool, and robust automatic triggers….INCLUDING some “predictive” notifications when students ‘patterns’ change. Can’t say too much about that now…..but stay tuned….I think you’ll dig it!

 

Keep the great feedback coming!

 

 

 

[Anonymous]

Thanks. I will use what you suggested. Would be nicer if there was a notifications for the task list as well instead of seeing it on the calendar.

[Master Toby Milroy]

Yeah…that’s a good suggestion.

We’re looking at a more consolidated task list widget. I think it’s the type of thing you’re looking for.

I’ll keep you in the loop on where we are with it’s development.

Thanks!

 

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