Task Walkthrough
Review tasks and task creation workflows.
Videos on this page use protected video hosting. Use the written workflow and checks alongside the videos.
Before You Start
Confirm you are working in the correct school account and have permission to use this part of SchoolManager.
Quick Screenshot Walkthrough
This short video gives a quick visual pass through the Task workflow.
Step-By-Step Notes
Review the module area
Open the matching SchoolManager module and confirm you are in the correct school account.
Watch the videos in order
Use the main tutorial video where available, then use the quick screenshot walkthrough for visual confirmation.
Check the important screens
Compare the list, form, filter, and workflow screens with the walkthrough before saving or continuing.
Verify the result
Return to the relevant list or workflow page and confirm the expected record or status appears correctly.
Checks After Completing This Step
- Confirm the record, list, or workflow status appears in the relevant Task area.
- Confirm names, dates, classes, batches, amounts, statuses, or assignments are correct before moving on.
- Do not save, send, publish, delete, close, or approve anything unless that action is part of the approved school workflow.
Common Mistakes
- Working in the wrong school account or module.
- Skipping prerequisite setup before starting the next step.
- Moving to the next workflow before confirming the saved record or status.
Related Guides
Return to Task for the full module sequence.