How to create a Task

Student-Centric Tasks

Karmasoft enables you to assign tasks tied to individual students, complete with due dates. Managers can easily track outstanding tasks and update their status as needed.

Create a New task

1. Navigate to the Student Details page.

2. In the left sidebar, select the Notes tab.

3. Click Add New Task.

4. Enter the task details and set a due date.

Managing Tasks

To view and update existing tasks:

1. From the main dashboard, go to Activities & Reports and select Tasks.

2. You’ll see a list of all tasks with options to:

   • Sort by Status (e.g., Pending, Completed)

   • Mark a task as Completed

   • View task details by clicking on it

   • Access the associated student’s profile by clicking the student’s name

Quick Reference

ActionNavigation PathAdd a New TaskStudent Details → Notes → Add New TaskView/Manage TasksDashboard → Activities & Reports → Tasks

Tips for Efficient Task Management

• Use sorting filters to quickly identify pending tasks.

• Completing tasks promptly keeps your workflow organized and students on track.

• Seamlessly switch between task details and student profiles with a single click.