Advisors can associate tasks with a student's goal to create or update a detailed, executable plan of action.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To manage student goal action plans: | Education Cloud Full Access permission set |
Before you begin:
- From the App Launcher, find and select Cases.
- Select a case record for the student.
- Go to the Student Goals tab.
- Select a goal to open the goal assignment page.
- On the Related tab, click New Task.
- Enter a subject and due date for the student to complete the task
- Select a status and task priority.
- Save your changes.