After creating a Workload for a referral, evaluation, or IEP, you can click the Tasks tab to add Task Groups or individual tasks to your checklist.

We have created pre-made Task Groups with checklist items for best practice with each workload. These groups can be added by clicking +Add Task:

You'll then select an applicable Task Group:

Click Close and Back to see a checklist appear.

You can also add individual tasks and custom tasks. To add an individual task, click +Add Task from the Tasks tab, then toggle to Task:

Click Add Task for as many tasks as needed, then Close and Back.

To create a custom task for your checklist, click +Quick Add from the Tasks tab:

Add a custom task and custom task details using the Quick Add modal.

The custom task will appear on the checklist for the student's workload.

Check out this article for more information about using the Workload Feature.