03 March 2025

Task List Management

The task list is visible on the Start Page of ebs: shape and is specific to the currently logged-in user. The list will display tasks on any register events in the user's associated organisation.

Task List

Enabling the Include unowned events check box will allow you to view tasks that have no organisation associated.

The purpose of the task list is to allow an administrative user the ability to manage the following:

  • New learners – a new learner has been added to the register in ebs: ontrack Hub
  • Progress changes – a learner progress code has changed
  • Register notes – a note has been entered against the register week
  • Learner notes - a note has been added against a learner

To resolve each task you will need to access the register event the task is associated to.

To open the register event associated with a task:

  • Right-click on the task and select Open Event or Open Register

    The register event will be displayed.

    Register Event

The following tasks can be resolved in the task list: