---
title: "Assigning and Tracking Tasks"
slug: "assigning-and-tracking-tasks"
updated: 2025-11-07T07:58:02Z
published: 2025-11-11T10:52:52Z
canonical: "it.ajman.ac.ae/assigning-and-tracking-tasks"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://it.ajman.ac.ae/llms.txt
> Use this file to discover all available pages before exploring further.

# Assigning and Tracking Tasks

Tasks in CRM Advise help advisors organize, assign, and monitor actionable items for themselves.

They serve as reminders for follow-ups, student communications, document reviews, or any other advising activity that requires completion. Tasks are directly linked to advisees, ensuring every action is documented and visible for reporting or collaboration.

### Purpose of Tasks

Tasks ensure that no advising action or student support activity is overlooked. They help advisors:

- Plan and manage day-to-day responsibilities efficiently.
- Record action items from meetings or advising sessions.
- Assign tasks to colleagues when collaboration is needed.
- Track progress and completion to maintain advising accountability.
- Maintain a transparent history of all student-related actions.

**Examples of tasks include:**

- “Email academic plan to student.”
- “Schedule follow-up appointment next week.”
- “Check midterm grades for at-risk advisees.”

### Accessing Tasks

You can access and manage tasks in several ways within CRM Advise:

1. From the **Main Dashboard – My Activities Panel**

- The My Activities panel on the dashboard displays all recent and upcoming activities, including Tasks, Emails, and Phone Calls.
- Tasks appear here with their subject, priority, and due date.
- Use the search or filter options in the panel to locate specific tasks or sort by activity type.

1. From the Left Navigation Menu

- Go to **My Work → Tasks** to view a complete list of all your assigned tasks.  

![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image-FCRBZZXL.png)
- This opens your personal task list, displaying all tasks assigned to you or created by you.  

![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image-GTZHERI2.png)

### Creating a New Task

1. From the left navigation panel, go to **My Work → Tasks**. This opens the My Tasks view, showing all tasks assigned to you.
2. At the top of the page, click the Task button from the top menu to create a new task. This button allows you to create a new task directly from this view. ![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image-TTH9ZA3E.png)
3. Fill in the task details in the new window:

- **Subject:** Enter a short, descriptive title for the task (e.g., Contact student for progress review).
- **Description:** Add more details or instructions about what needs to be done.
- **Regarding:** This will allow you to link the task to the relevant student or case record. This helps keep advising actions organized and trackable.
- **Duration:** Specify the expected time required to complete the task.

1. Once all details are entered, click **Save & Close** to record the task.  

![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image-KOWSPXE1.png)

### Tracking and Managing Tasks

Once a task is created, you can view and manage it from the My Work → Tasks section.

#### Update Task Status

![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image-30X7ITC1.png)

- Open the task you wish to update from the list.
- Use the available options to **Mark as Completed** or **Close Task** once the action has been taken.

#### Convert to Case

![image.png](https://cdn.document360.io/7a3c00d9-daf1-4451-a1a0-1e6ab8f34fa6/Images/Documentation/image-G4R7QOCY.png)

- If a task requires more detailed follow-up or ongoing tracking, you can Convert it to a Case.
- This creates a formal advising case linked to the same student record, allowing more structured documentation and progress tracking.

#### Filter and Sort Tasks

- Use the filter options at the top of the view (e.g., Due, Subject, or Regarding) to organize and locate tasks more efficiently.
- Sorting can be done by columns such as Priority, Due Date, or Regarding to focus on specific actions or timelines.