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The current FieldX dashboard does not show the Todos header button described in older guides. Use your cohort task lists to review formal assignments and your notes tools for personal or supervision notes.

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Find current tasks

For Program Admins, open Cohorts and choose View All Tasks to review work across cohorts. To focus on one class, click Open Cohort and use its My Tasks tab.
Current cohort list with red arrows pointing to Cohorts and View All Tasks

Open Cohorts and use View All Tasks to review formal assignments across the program.

To create an evaluation, questionnaire, or timesheet-signing assignment, use Creating & Assigning Tasks. For repeated formal assignments, see Recurring tasks. Students can review upcoming work in Cohorts and use My Notes for reflections and notes.

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If your deployment shows Todos

The following instructions apply only when a Todos control is visible. The lightweight Todos panel is separate from formal cohort forms and reports. To create a todo:
  1. Open Create Task and enter a Title.
  2. Add a Due Date and Description if needed.
  3. Select one or more people in Assign To.
  4. Optionally turn on Repeat, choose Repeat Until, and select a daily, weekly, two-week, or monthly schedule.
  5. Click Create Task. FieldX creates a separate task for each selected person.
Use View Todo to read the task. In Assigned to Me, choose Complete or Dismiss to move it out of the pending list and into History. In Assigned by Me, open a task to update its due date or the repeat settings of the original recurring task.