The Tasks tab shows tasks linked to the excursion. Use it to plan follow-up work, assign responsibilities, track due dates, and keep planning actions connected to the excursion record.Documentation Index
Fetch the complete documentation index at: https://anyschool.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
What You Can See
- A Tasks heading with a count of linked tasks.
- A New Task action when you have permission to create tasks.
- A task table focused on this excursion.
- Loading and empty states.
- Task editing through a side panel or overlay.
- Row actions for editing or deleting tasks when allowed.
Task Table
The table may include:- Title, describing the task.
- Status, showing progress.
- Priority, showing importance.
- Due, showing the due date.
- Assigned User, showing who owns the task.
- Excursion Role, showing the role connected to the task.
- Updated, showing when the task last changed.
Main Actions
New Task
Use New Task to create a task already linked to the excursion. This is useful for actions such as confirming transport, checking forms, assigning supervision, or following up with families.Edit Task
Open a task from the table or row actions to update its title, status, assignment, priority, due date, or other details.Delete Task
Use the row action menu to delete a task when it is no longer needed and you have permission to remove it.Common Workflows
Create planning actions
Add tasks for anything that needs a clear owner or deadline during excursion planning.Review outstanding work
Filter or sort the table by status, priority, assignee, or due date to see what still needs attention.Open a shared task
If a task link includes a task reference, the excursion can open directly to that task so you can review or update it quickly.Tips
- Use specific task titles so other staff know exactly what needs to happen.
- Assign tasks to a person or role when responsibility should be clear.
- Review tasks before submitting an excursion for approval.