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How do I add custom Tasks/Task Groups to my Workload?

Katie avatar
Written by Katie
Updated yesterday

You can now set up custom Task Groups and custom Tasks that can be used across any student's Workload! Check out the video overview below or scroll down for step-by-step instructions.

After creating a Workload, click the +Add Tasks/Groups button under the Tasks tab.

From the Task Group tab, click the +Create Task Group button.

Enter the details of your custom Task Group and designate a Workload Type for categorization purposes. Click Save and Back.

Now, you'll need to create custom Tasks to include in the group. Head to the Task tab and click +Create Task.

Enter the details of your Custom Task in the modal and then click Add Custom Task. Repeat this step for as many tasks as needed.

When finished adding tasks, click Close and Back.

Now, you'll head back to your custom Task Group to set up the Task checklist. Click the +Add Tasks/Groups button from the Tasks tab.

Under the Task Group tab, find the group you would like to add tasks to. You can quickly find custom groups by using the filter at the top. Now, click Edit.

Click the +Add Task button.

Locate the tasks you would like to add to this group, selecting from SLP Now's premade tasks or your custom tasks! You can quickly find custom tasks and tasks that have already been added to the group using the filters. Click Add Task. Repeat this step as many times as needed. Click Save.

Click Save and Back.

Now, from the Task Group tab, you'll add your new group to the student! You can quickly locate the group using the filters at the top. Click Add Group then Close and Back.

Don't forget to save before exiting the Workload!

Your custom Task Group is now set up and ready to be used with any student's Workload! From the Task Group tab, you'll simply follow the last step to add the group to any student. This will pull in the custom checklist of tasks you have created!

Need to make changes to or remove Task Groups/Tasks? You can edit these at any time or archive them so they will no longer appear on your list. Check out this article for further help.

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