Task Manager (System)

The system-wide Task Manager displays all tasks for your institution, across all surveys. If desired, you can filter the tasks based on status, assignee, survey, or due date. You can also create new tasks from this screen.

Task manager showing three tasks and their due dates

To filter the task list, select the desired options. You can filter based on status (uncompleted, completed, or all tasks), user (everyone, or individual users if you have permission to see their tasks), survey, or due date range.

Creating Tasks

To create a new task, select the Create a new task button or type the name of the task into the Start typing to add new task field at the bottom of the task list. When using the button, the Edit Task dialog will appear where you can enter detailed task information. If you create the task by typing the task name, you will need to edit each individual task that you create to specify its details.

Edit Task dialog showing Visibility toggle, task name, assigned to search field, survey dropdown, due date, and description

In the Edit Task dialog, you can enter details of the task, including its visibility, details, assigned user(s), due date, and description.

  • Visibility - If Visible to everyone is selected, all IRIS users can see the task. Otherwise, visibility is restricted to only the creator, assigned users, and administrators.
  • Task - The name of the task to be completed.
  • Assigned to - This is where you specify which user(s) are assigned to carry out the task. The user(s) you specify here will be emailed a notification when you save the task.
  • Survey - Select the survey that this task pertains to.
  • Due on - The due date of the task. Use the calendar pop-up to select a date, or type it in using MM/DD/YYYY format. Calendar Keyboard Shortcuts
  • Description - A space for you to enter in additional details pertaining to the task.

When you have finished entering in task details, select Save to create the task.

Task Details

Selecting a task from the Task Manager opens its details screen where you can see the information relating to that task. The Edit button in the lower right corner allows you to change any details as needed.

Task Details screen showing the task name and completion checkbox, visibility toggle, assigned to user, survey name, due date, and description. There is a comment box underneath.

The Task Details screen also allows you to add comments relating to the task. Enter the text of your comment in the comment box under the task, then select Add Comment.

Completing Tasks

To mark a task as completed, check the box next to the task in the task list. You can also mark tasks as completed from the Tasks screen within individual surveys. When a task is marked as completed, IRIS sends an email notification to the person who created the task.