Projects and tasks let you track the completion of your business processes.

• 💁 Unique to you: Tasks are user aware, display to the appropriate staff member, and can be linked to specific records within Slate.

• 🤖 Automated: The associated user can be set either manually or through an automated process that evaluates the task assignee based on a custom field (such as Staff Assignment).

• ⚙️ Configurable: Each task can have a unique status, deadline, and description, as well as task notes that allow for an additional level of detail. For example, an institution may wish to assign tasks to maintain the Organizations dataset. Should a student register for an event or form without matching to a school, a task could be assigned to a staff member to either correct the school entry or add the new school to the Organizations dataset.

Projects

Projects let you create tasks, either through automation or on an ad-hoc basis, and track their completion over time.

You can send automated communications through projects based on configurable triggers.

📖 Learn more: Projects

Tasks

Tasks are the units of work inside a project. They can be created ad hoc, on a schedule, or based on other triggers.

📖 Learn more: Tasks