Like many elements of Slate, the creating and assignment of tasks can be automated using the Rules Editor. The following section provides an overview of how to configure project and task rules, though specific use cases will vary. Configure a R...

Once a project has been established, tasks can be assigned and associated with a user. Tasks can also be accessed using the Tasks icon in the top-left corner of every Slate page (note that the displayed tasks are user-aware). New tasks can also b...

Projects (composed of tasks) allow for the creation (either through automation or on an ad-hoc basis) and execution of tasks to aid in the completion of a business process. Creating a Project Template Much like Events and Scheduler, templat...

Tasks can be accessed globally in Slate by selecting the clipboard icon in the upper-left corner of the Slate database page. Creating a Task Create a task directly from the Tasks page using the following procedure: Enter the name of the t...

Projects (composed of tasks) allow for the creation (either through automation or on an ad-hoc basis) and execution of tasks that aid in the completion of a business process. Tasks are user aware, display to the appropriate staff member, and can be...

Creating alerts and insights can help make users aware of an action, or they can prompt users to take an action. These notifications can be structured multiple ways in Slate and directed towards users (such as advisors, faculty, or coaches) or stude...