Objectives Task

The following steps explain how to edit and activate an Objectives Task after it has been added from the Task Index. 

1. From the Tasks page in your Education Harvester, click on the row for the Objectives Task. 
2. Then, select the Edit button.

3. In the task editor, modify the following: 

• Task Title: This is the name users will see on their Task List. 
• Due Date: Sets a visual (not enforced) deadline for users. 
• Status: Set to Active to make the task visible to users. 
• Task Order: Determines the position of the task on the Task List.

4. Apply these optional filters: 

• Course Filter: Filter the task to presentations with a specific Course Name. Course Names can be added or updated in Worksheet E (Course Name column). If you migrated data from Scorecard, this dropdown usually reflects Scorecard Submission Types.

• Track Filter: Use checkboxes to filter by Track(s). Tracks can be managed in the Core Details panel of each presentation or updated via presentation-focused worksheets.    

• Build Code Filter: Filter presentations using Build Codes: 
  • P = Presentation 
  • G = General 
  • H = Hidden 
  • M = Session

5. Control the task availability.

• Cutoff Date: Prevents users from submitting after a specific date. For example: Set this to August 1 to block submissions after July 31. 
• Lock if completed (and past due date): This allows users to complete the task until the Due Date and prevents changes after the task is marked as complete.

6. Modify these Additional Task Settings.

• Achievement Autocomplete: Set to Yes to mark the task complete for all co-presenters once one person completes it. 
• Apply ONLY to First User: Set to Yes to assign the task only to the first user on the presentation list. 

8. To send the Speaker Manager to receive a notification each time the task is completed, toggle Auto-Email Administrator(s) to Yes.
9. Customize the following instructional text displayed to users:
   • Instructions: For users assigned to one presentation.
   • Multi Presentation Instructions: For users assigned to multiple presentations.

10. Set the number of Learning Objective slots (up to 10) to make available, and specify how many of those should be required.

11. Adjust the Text Label on the Continue button, if desired.

12. Set a minimum and/or maximum word or character count for the Learning Objectives fields, if desired.

13. Update the Learning Objectives Instructions text, which appears above the Learning Objectives fields and the default supporting text that appears to the right of the instructions, if desired.

14. Customize the default label for each Learning Objective field, if desired.

15. Filter by Role or User (Optional)

• Role Filter 
  • To see which roles are active, navigate to the Settings page, expand the General tab and select Role Filter. 
  • In the task editor, select only the roles you want the task shown to.
• Speaker Filter 
  • You may also assign the task to specific users by selecting names from the user list.

16. Finalize and Test 

• Select Update Task in the upper right corner of the page to save your changes. If any required fields are missing, a warning message will appear at the top of your screen.
• Test the task by logging in as a user to ensure everything is working as expected.

17. Hide the Task from Users (Optional) 

• To temporarily hide a task from users, toggle the eye icon next to the task title. 
• The row will turn pink, indicating it is hidden from users but still visible to administrators.

If you have questions or need any assistance, please reach out to your Project Manager.