The following article explains how to view and report on tasks. You can see tasks assigned to you and shared tasks in a number of places in Arlo.
View tasks on the Arlo dashboard
The dashboard contains an overview of tasks assigned to you, as an administrator. Tasks are grouped by due date and priority.
There are links to the entities the tasks are linked to e.g. courses, contacts etc. so that administrators can easily navigate the platform to complete their tasks.
To view more information about any of the tasks, click on it in the list.
View tasks on an entity e.g. course or contact
- Open the entity you wish to see the task for, e.g. a course.
- Active tasks will be displayed on the homepage of the entity. Use the search bar to find a specific task.
- Press the Filter menu to see more tasks including completed tasks.
- To view more information about any of the tasks, click on it in the list.
Report on tasks
The Account Manager Activity report is the only report in Arlo that allows task information to be extracted. Tasks in the report must be associated directly with the administrator, or organisations the administrator manages.