CRM Advise Adding a Task to a Student Record

Adding a Task

If you connect with a student who notifies you that they do not intend to move forward at SUNY Empire or would like to withdraw, please add a task to the Activities Section on their record.

Scroll down on the student record until you reach the 'Activities' section and click on 'Add Task.'

CRM Advise Activities section. 'Add Task' section highlighted.

Add the following to the subject line:

CRM Advise Activities tab Subject area text highlighted: CRM Advise Training Guide Adding a Task

You do not need to complete the 'Due' or 'Priority' fields. Click 'OK' once done.

CRM Advise Activities tab OK button highlighted.

After clicking 'OK' the task will look as follows:

CRM Advise Activities tab Complete button highlighted.

Click 'Complete' to mark the task Complete.

For assistance, please contact Van White via Teams or email at van.white@esc.edu.

(Adding a task | version 1.0 | 08/25/2022)

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