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Dashboard and Personal Tasks

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

  1. Check the existing task list for the same student, family, or request.
  2. Create a short, factual task only when work is genuinely required.
  3. Include the owner or handoff in the task description if another role must act.
  4. 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.

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.