Task Organisation & Management

Overview

Task Organisation & Management covers the tools and features for tracking, managing, and maintaining tasks across your organisation. This section is essential for Admins, Managers, and anyone responsible for overseeing learning assignments.

From the central Task Log to permissions and audit trails, these tools help you stay on top of task progress and maintain accurate records.

What You'll Learn

Article	Description	Best For

Article	Description	Best For
Task Log	Central hub for tracking and managing all tasks	Admins, Managers, HR
Task Log Permissions	Detailed breakdown of who can see and do what in the Task Log	Admins
Managing Tasks	How to use the Manage Tasks view for batch actions and oversight	Admins, Managers
Managing Parent Tasks	Working with task rules (group, team, company-wide, recurring)	Admins
Changing the 'Set by' User	How to update task ownership	Admins, Managers
Task Audit Trail	Tracking the complete history of task changes	Admins, Compliance Officers

Key Management Areas

Task Log

The Task Log provides three distinct views:

My Tasks – Personal view for learners
Manage Tasks – Organisation-wide task oversight
Parent Tasks – Manage task rules and recurring assignments

Batch Operations

Perform actions on multiple tasks at once:

Delete tasks in bulk
Update deadlines across multiple assignments
Change notification settings
Reassign task ownership

Reporting & Export

Generate reports and export data:

Export to CSV with customisable columns
Schedule automated reports
Save filter configurations for quick access

Audit & Compliance

Maintain records for compliance purposes:

View complete task history
Track status changes and completions
Monitor who made changes and when