Tasks

TABLE OF CONTENTS

• Tasks in Eduframe
• Tasks Overview
• Filters & Bulk Actions
• Task Labels
• Creating and Managing Tasks
• Task Templates for Courses

Tasks in Eduframe

Tasks in Eduframe help admins stay aligned and ensure that every detail in the learner journey is managed efficiently, from course planning to post-delivery follow-ups.

Tasks Overview

The task overview provides a clear, actionable list of all tasks across courses, departments, and users. This is your central place to manage and follow up on everything assigned to you or your team, helping you stay on top of priorities, monitor progress in real time, and maintain full oversight of operational activities. 

Tasks are organized into tabs for easy navigation:

• My tasks – All tasks assigned to you
• Week tasks – Tasks due this calendar week
• Overdue tasks – Tasks past their due date and not yet completed
• No due date tasks – Tasks without a set deadline
• All tasks – All tasks in the system, grouped by open and completed

Filters & Bulk Actions

Intuitive filters and bulk actions enable you to streamline your workflow and manage tasks efficiently across the platform. Use the search and powerful filters on each tab to focus on what matters and quickly update multiple tasks using 'Manage tasks in bulk' (assign, complete and delete) to speed up your workflow.

Task Labels

Labels can be added to any task to organize and prioritize work across teams. You can manage task labels in Settings, and use them for both filtering and visual grouping within the task overview.

Label tasks to categorize and manage them more efficiently. For example, you can:

• Add department labels (e.g., “Department Operations”)

• Set priority levels (e.g., “Low prio”)

• Indicate progress (e.g., “In progress”, “Not started”)

Creating and Managing Tasks

Tasks in Eduframe can be:

• Created manually via the + Task button, either from the global task overview or directly within an object’s timeline

• Generated automatically through task templates within courses
  
  

Each task:

• Is assigned to one person

• Can be linked to a single object—such as a product template, program and course edition, contact, organization, order, invoice, or opportunity
  
  

Tasks appear in the global overview and in the timeline of the object they’re linked to, so you can see them in context.

Task Templates for Courses

Tasks can also be created in Course Templates under the Task templates tab. These task templates are scheduled relative to the start or end date of the course. Since course editions based on the same template often require similar tasks but at different times, we recommend using task templates to minimise administrative work. They allow you to generate tasks for new course editions quickly.

By default, when a new course edition is created from a Course Template, all the task templates are automatically added to the course timeline. This can be disabled on the Course Template if preferred.

You can still apply task templates on an existing Course Edition later — ideal if task templates were set up or changed after the edition was created. This keeps task management flexible and efficient.

Planning your courses far ahead? 
You can wait to apply task templates on the course edition, so you can update them and only add the latest version of your tasks when they’re actually needed. This keeps task management flexible and efficient.

More information

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