1. CFNC Campus Help Center
  2. CrossConnect User Guide
  3. Application: Edit Application

Tasks

Tasks allow campuses to set required actions (like a checklist) for applicants within the CFNC Application Hub. Tasks can be set so that:

  • Applicants can mark the task as complete on their own
  • Tasks are marked as complete when the applicant uploads a document
  • Tasks are marked as complete when a third party uploads a document on behalf of an applicant
  • Campuses manually mark the tasks as complete within the Applicants | Submitted Applications section of CrossConnect.  

Applications and Transcript Requests are automatically created as tasks for applicants when they begin an application. Transcript Requests and Application completions are handled automatically by CFNC within the CrossConnect system and thus required for all campuses with a CFNC application.  Task completion is a way for applicants to track what they need to do for an application. As a result, when an applicant requests a transcript it will mark the Transcript request as complete, possibly before the campus has a chance to process the transcript. Other than the application and transcript tasks, all other tasks are optional for the campus to create.

After an applicant submits an application, the tasks associated with that application will be set. Any changes made to tasks will only affect students who submit an application after the changes were made. This is in place so that students resuming old applications will see the updated tasks when they finish their application. An applicant will not be able to update or change a task that has been submitted without the campus un-submitting the task on the backend (for more information about how a campus can un-submit a task for an applicant, see the Viewing Application Information Help Center Page ).

Creating a new task

Application | Edit Application | Tasks

  1. Add a Task - Click the + Add Task button () at the top of the Manage Tasks screen.
  2. Name the Task - Type the Name for your new task. This is an external label and is what the applicant sees in the Application Hub. There are no character limits on the length of the task name and HTML friendly special characters are allowed; however, the best practice is to keep it short and descriptive (more details can be added to the instructions – see #11 below).
  3. Add a Rule - Select a Rule to be applied to the new task if you need to. This is optional. If you leave the Rule field blank the task will appear for all applicants.
  4. Set a Due Date - Type the Due Date for the new task. You can use the calendar that appears when you click in the field or type in a date in the mm/dd/yyyy format. This is optional. If your task has no due date, then leave the field blank.
  5. Choose if the User Cam Complete - Select “Yes” or “No” for User Can Complete. If you select “Yes,” then applicants will be able to mark it as complete without verification from the campus. If you select “No,” then the task can only be marked as complete either when the applicant uploads an attachment, or when a campus manually marks the task as complete.
    1. If “Yes” is selected for User Can Complete the option of Allow a Third Party to Upload Attachment will become available. Select “Yes” for this if you would like applicants to be able to enter an email address and have a request for a third party to upload a document be sent to that email address. NOTE: THIS FEATURE NOT ACTIVATED. PLEASE DO NOT SELECT YES. 
  6. Upload an Attachment - If the task you are creating has an attachment associated with it, upload a locally stored attachment by clicking the Upload Attachment icon (). This will show you all current documents uploaded to your campus’ File Manager. If the document you want to use is not already uploaded to your File Manager you will need to be uploaded it before it can be selected and used for your task. To upload a new document from your computer to File Manager:
    1. Open the File Manager window by clicking on the Upload Attachment icon
    2. Click on the Upload button ()
    3. Select Local Machine
    4. In the File Upload window, navigate to the location on your computer where the document is located. Click on the document to select it and then click the Open button () to upload the document to your File Manager
    5. NOTE: It is recommended you use a fillable PDF for your documents, so applicants do not have to print it and then scan it, before uploading it back to you.
  7. Use the File Manager - To attached a document in File Manager to your task, click the checkbox next to the document you want to attach (if you just uploaded the document you want to File Manager, then it will automatically be selected).
    1. Click Insert button () to add it to your task.
  8. Choose if the User can Upload an Attachment  -Selecting “Yes” for the User Can Upload Attachment field will allow the applicant to upload a document that can then be viewed within CrossConnect by the campus.
  9. Choose if the Task is Marked as Complete - Selecting “Yes” for the Uploading Marks the Task as Complete field will automatically mark the item as complete for the student when they upload a document. This also removes the ability for the student to change their submission. You should select “No” for items where verification by the campus is required for completion.
  10. Add Instructions - Under Instructions, you can type in text that will appear in a tool-tip to the right of the task in the applicant’s Application Hub. This can be used to give more information about how to complete a task, give more details about the task, or provide reasoning as to why a task is required.
  11. Save the Task - Click the Save button () at the top of the Manage Tasks screen to save your new task.

Editing an existing task

Application | Edit Application | Tasks

  1. Click the name of the existing task you want to edit. The task’s details appear once you click on a task
  2. Make your desired change(s)
  3. Click the Save button () at the top of the Manage Tasks screen to save the changes

 

Deleting a task

Application | Edit Application | Tasks

  1. Click the red X icon () to the right of the task you want to delete. A confirmation message will appear
  2. Click Yes to delete the task or click No to cancel the deletion.

Common Application Task Actions (Examples)

Task without an Attachment – Applicant Mark Task Complete

You want to add a new task of Campus Tour, which does not have any attachments and can be marked as complete by applicants:

  1. Click the + Add Task button
  2. Type “Campus Tour” in the Name field (this is what applicants will see in the Application Hub)
  3. Select “Yes” for User Can Complete
  4. Leave the User Can Upload Attachment and Uploading Marks the Task Complete options set to “No”
  5. In the Instructions field, type the following: “Every applicant is required to tour the campus. Please contact the admissions office to set up a tour date and time.”
  6. Click the Save button ()

Task with an Attachment – Upload Automatically Completes Task

You want to create a task called “Housing Form” that has your campus created “Housing Form” PDF document as an attachment for applicants to download, a task the applicant will complete and upload within the Application Hub by the due date of 03/31/2017 and the applicant uploading the document back to you automatically marks the task as complete:

  1. Click the + Add Task button ()
  2. Type “Housing Form” in the Name field (this is what applicants will see in the application hub)
  3. Type “03/31/2017” into the Due Date field
  4. Select “Yes” for User Can Complete
  5. Click Upload Attachment icon ()
  6. Select your document from those already uploaded to your campus File Manager or upload a new document from your computer to File Manager and select it
  7. Click the Insert button in the File Manager to attach your selected document
  8. Select “Yes” for User Can Upload Attachment
  9. Leave the Allow a Third Party to Upload Attachment option set to “No”
  10. Select “Yes” for Uploading Marks the Task Complete
  11. In the Instructions field, type the following: “Please download, fill out the Required Housing Form provided, save it, and upload the completed form here.”
  12. Click the Save button ()

Task with an Attachment Example – Campus Manually Complete Task

You want to create a task that is called “Essay” and has your campus created document, “Essay Prompt” attached for applicants to download. The applicant will need to complete and upload the document back to the campus by 03/31/2019. You want campus staff to review all uploaded documents before they are marked as complete (this means the student uploading the task will not mark it as complete and each submitted document will need to be manually marked as complete by the campus):

  1. Click the + Add Task button ()
  2. Type “Essay” in the Name field (this is what applicants will see in the application hub)
  3. Type “03/31/2019” into the Due Date field
  4. Select “No” for User Can Complete
  5. Click Upload Attachment icon ()
  6. Select your document from those already uploaded to your campus File Manager or upload a new document from your computer to File Manager and select it
  7. Click the Insert button in the File Manager to attach your selected document
  8. Select “Yes” for User Can Upload Attachment
  9. Leave the Allow a Third Party to Upload Attachment and Uploading Marks the Task Complete options set to “No”
  10. In the Instructions field, type your directions to the applicant: “Download the essay prompt information then save your required essay as a .doc or PDF and upload it here. Once we confirm that it meets the requirements the admissions office will mark this task as complete.”
  11. Click the Save button ()

In order to mark this task as complete for students, navigate to Applicants | Submitted Applications | Tasks. Please see the Viewing Application Information Help Center Page  for more details.

Task without Attachment – Upload Automatically Completes Task

You want to create a task for applicants to upload a resume document to you by the due date of 03/31/2017 and the student uploading the document back to you automatically marks the task as complete:

  1. Click the + Add Task button ()
  2. Type “Resume” in the Name field (this is what applicants will see in the application hub)
  3. Type “03/31/2017” into the Due Date field
  4. Select “Yes” for User Can Complete
  5. Leave the Allow a Third Party to Upload Attachment option set to “No”
  6. Select “Yes” for User Can Upload Attachment
  7. Select “Yes” for Uploading Marks the Task Complete
  8. In the Instructions field type your directions to the applicant: “Upload your resume.”
  9. Click the Save button ()

New Task with an Attachment – Student Does NOT Upload Document

You want to create a task called “Portfolio” that has your campus created Portfolio Request document as an attachment for students to download, fill out, and mail back (not uploaded using the Application Hub) by the due date of 03/31/2017:

  1. Click the + Add Task button ()
  2. Type “Portfolio” in the Name field (this is what applicants will see in the application hub)
  3. Type “03/31/2017” into the Due Date field
  4. Select “No” for User Can Complete
  5. Click Upload Attachment icon ()
  6. Select your document from those already uploaded to your campus File Manager or upload a new document from your computer to File Manager and select it
  7. Click the Insert button in the File Manager to attach your selected document
  8. Select “No” for User Can Upload Attachment
  9. In the Instructions field, type your directions to the applicant: “Download the portfolio information and mail it to us at the address in the download form. Once we confirm that it meets the requirements the admissions office will mark this task as complete.”
  10. Click the Save button ()

In order to mark this task as complete for students, navigate to Applicants | Submitted Applications | Tasks. Please see the Viewing Application Information Help Center Page  for more details.

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