View task progress

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.

The Tasks view shows the total number of applicants for each task status. Use the following actions to manage tasks:

• View applicants: To see a list of applicants associated with a specific status, click the number icon next to the status name.
• Change task status: In the application card, click the Tasks tab, open the task and set the new status. For example, you may need to change the task status to manually move a task to a non-public status, such as Approved.
• Perform bulk actions: Use the Bulk actions list to perform actions over the list of applicants with a specific task status, for example, send an email or invite to an interview.

Use the Journal events

DreamApply records the following task management events in the journal:

• Task was created
• Task was deleted
• Task was sent to trash
• Task was restored from trash
• Task was saved
• Task was resolved
• Task was commented
• Document was uploaded to a task
• Document was removed from a task

To track these events, subscribe to them using the Tasks and Documents event groups.