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Task Management and Task Automation Webinar

Who Should Attend?

This webinar will be really useful for Administrators, Trainers and Assessors, and Managers. Anyone who uses the Student Management System and completes tasks that relate to students, companies, groups, or programs.

Overview

In this webinar, you will learn how to create Tasks and Checklists and use them for automated workflows from enrolment to certificate completion. Workflows can be used to create a task based on certain triggers, such as when an enrolment application is received, or a student has completed all units and is ready for certification. When conditions are met, tasks are automatically created and assigned to the relevant task owner or team (Org Group).

 

We will also walk you through the new My Tasks page which presents all the assigned tasks, and you will learn how you can easily progress from one stage to the next, ensuring that nothing gets missed or forgotten.

 

Lastly, we will show you how your administrators can see all the tasks and can monitor progress and completion, giving your management team better insight into your processes and services.

Registration Form

 
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