As counselors, you can assign tasks for your students - whether you need them to start thinking about the courses they'd like to take, to list down their top 5 schools and even have them do their Personal Statements!
Think of the Task List on Cialfo as a "to-do" list for your students to complete - from brainstorming ideas in to creating a curriculum for them, the options are endless!
All this can be done via the Task List section of your Student's profile.
Creating a Task
1. Under the Student List, search for the needed student and click on the 'Task' under their name.
2. Here, you may choose between adding a Task or an Essay - to know the difference between these 2, click here. A sidebar will appear which will then allow you to input the necessary details of the task/essay.
3. Add your task/essay a "Task list". It is to organize related tasks and essays. When creating a task or essay, you can assign it to a task list so it appears under one list e.g. First Term Prep of Grade 12 tasks.
4. Once the Title, Task list and description is added, click on create
5. On the next page you can add Status, set a due date, choose the Student Visibility, add any student and staff only files if required and any comments
Note: Under Student Files, you can share files or Google links for your students to see or relevant information you think would be useful for them. For Staff Only Files, these are files that would be relevant only for your fellow counselors in relation to the student.
6.You can also toggle between the visibility of the task. By default, it is set to 'Everyone', but there are options for it to be visible only to staff (counselors) or to set the visibility to a future date if you think the task should be done sometime in the future!
Creating a "Task List"
To create a task list, click Task List at the top, enter task list name, and select Create. Once created, the task list will appear as an option when adding a task or essay, allowing you to organize each item under the appropriate list.
How to assign a task to an individual student
1. To assign an existing task to an individual student, click Import. A dialog box will open where you can select the task you want to import and assign it to the student.
2. You will see a pop-up including all of the available tasks & assessments you may assign to the individual student. Simply click Import on the side of the desired task/assessment and you're good to go!
Archiving a task or task list
If you want to remove the task or Task List, you can always remove it by selecting 'Archive' or 'Archive Task List'.
Note: The counselors will be able to see a red lightning mark on the task whenever a student makes any changes to their tasks.
Click here to understand how to customize your task view and filters. Learn how to create Task lists for a batch or group of students, you can do this via Resources.
Need More help?
Our Client Support team is available via Live Chat 24 hours a day, Monday through Friday, so you can get help anytime during the work week through Chat with Cialfo.
If you're unable to find a solution in our help articles or need further assistance, you can contact the Cialfo Support team via Live Chat or email us at [email protected].









