Set up tasks on DreamApply Knowledge Base

Configure task templates

Mon, 01 Jan 0001 00:00:00 +0000

Tasks assigned to applicants are generated from task templates. A task template aggregates basic task settings, including task statuses, deadlines, email notification and document attachment options.

Each task template includes several statuses that represent the applicant’s progress. Task statuses help track task completion and provide clarity for both applicants and the admission team. You can tailor the set of statuses within each template to fit the specific workflow of that task.

Integrate tasks with third-party systems

Mon, 01 Jan 0001 00:00:00 +0000

You can create task templates that allow applicants to interact with external systems and services. These interactions can range from simple actions like visiting a website or downloading a file from external storage, to more complex processes such as digitally signing documents or completing financial transactions on other platforms.

How tasks with external actions work

To create a task template with an external action, you need to add a button to the template settings that triggers the action. When an applicant clicks the button, DreamApply will redirect them to the specified URL.

Assign tasks

Mon, 01 Jan 0001 00:00:00 +0000

You can assign tasks in the following ways:

Through programmes
Using rules
Via the DreamApply API

Before you begin

To assign tasks through programmes, your account must have the Superuser role or the task-classes permission.
To set up automatic rules, your account must have the Superuser role or the rules permissions.

Assign tasks through programmes

You can select to assign tasks through programmes if you want to communicate programme-specific requirements to applicants.

View task progress

Mon, 01 Jan 0001 00:00:00 +0000

You can monitor the task progress using the following tools:

Tasks view
Journal

Before you begin

To use the Tasks view, your account must have the Superuser, Admissions administrator, Academic supervisor, Academic consultant or Marketing administrator role or the applications-view permission.
To subscribe to journal events, your account must have the Superuser or Admissions administrator role or the journal-view and journal-edit permissions.

Use the Tasks view

To monitor the progress of tasks assigned to applicants, use the Applications > Tasks view. This view provides a high-level summary of task completion across all applicants in both a graph and a table.

Delete tasks

Mon, 01 Jan 0001 00:00:00 +0000

In some cases, applicants may receive irrelevant tasks. This can happen, for example, if an applicant removes a programme that required a task or if programme requirements change after a task is assigned. In these cases, you can:

Send tasks to trash
Delete tasks

Before you begin

To send tasks to trash and delete tasks, your account must have the Superuser or Admissions administrator role or the applications-view and tasks permissions.