How to create a To Do for an individual student as a counselor

Updated 3 months ago by Sarah Welbes

  • In this article, we will show counselors how to create to dos for a single student
  • To learn more about what a To Do is, go to What are To Dos and Reminders

Creating a To Do for one student

There are two ways to create a to do for one student

  1. From dashboard (left) - click on a student's name, then click on Add To Do Task. Fill in all information about to do and click Create Task to create.
  2. From student casefile (right) - click on Progress, then click on Add To Do Task. Fill in all information about that to do and click Create Task to create.


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