Dashboard and Personal Tasks
The Staff dashboard gives a starting view of admissions, attendance exceptions, parent-service cases, invoices awaiting verification, and your task list. Use it to prioritise work, then verify important details in the relevant workspace.
Available now. Last reviewed: 19 August 2026.
Manage tasks
Create and complete a task
- Check the existing task list for the same student, family, or request.
- Create a short, factual task only when work is genuinely required.
- Include the owner or handoff in the task description if another role must act.
- Mark the task complete only after the underlying work is confirmed in its source workspace.
What happens next
Completed tasks remain a record of the work queue. Admissions, attendance, family service, and document status must still be maintained in their own workspaces.
Related guides
For duplicate, overdue, or dashboard-discrepancy problems, use Staff troubleshooting.
Troubleshooting
If the issue remains after checking the source task and record, stop and use the Staff troubleshooting guide.
