Table of Contents

Counselors: Creating and Assigning Tasks

Customer Support Updated by Customer Support

Tasks are part of Assignments — a set of tools in Scoir for managing the work you give students and parents. A Task is a specific action you ask someone to complete: reviewing a document, watching a video, filling out a form, or taking a step in Scoir like adding colleges to their list. With Tasks, you can share resources, collect information, and track progress.

To create and manage Tasks, you must have the Counselor role. If you don't have the right permissions, contact your account administrator.
🎥 Watch a video: Assigning & Managing Student Tasks

Note: Scoir is always evolving! Some newer features may not appear in this video, but it should still be close enough for you to follow along.

What Is a Task?

A Task is a specific action you assign to a student, a parent, or both. Tasks can be as simple as asking students to follow colleges on Scoir, or as involved as having them fill out a Brag Sheet form so you can learn more about their goals and achievements. You can attach documents, link videos, and include a Form to collect responses directly in Scoir.

Once you assign a Task, it shows up on the recipient's dashboard for them to complete. You can track progress and send reminders all from one place.

Tasks vs. Plans: Which Should You Use?

Before creating a Task, it's worth thinking about whether it should stand alone or live inside a Plan.

  • Standalone Tasks work best for one-off activities or anything you need to send to parents. You create the Task, assign it to whoever needs it, and they see it on their dashboard right away (or on the start date, if you set one).
  • Plans are for students only and work better for sequences of activities that repeat year over year, like a set of tasks for every junior class. Tasks created inside a Plan get assigned automatically when you publish the Plan to a group of students, and you can reuse the whole Plan for future class years without rebuilding it from scratch.

→ Learn more about Plans

Creating a Task

  1. From the left navigation menu, go to Assignments, then select the Tasks tab. This is your Task management page, where all Tasks for your school live.
  2. Click +Add Task.
  3. In the window that appears, add a title — what action should the student or parent do?
  4. Optionally add:
    1. Description (you can format text, add links, or lists)
    2. Start date — When the task appears on the student or parent/guardian dashboard and can be started
    3. Due date — When you'd like it completed
    4. Topic — To help you organize and filter tasks, making it easier to find and report on them later. Choose an existing topic or create your own by typing it in and pressing Enter. (The topic name is not visible to students or parents on their task)
    5. Form — Include a Form in a Task to collect responses from students or parents/guardians. After the Task is assigned, they’ll complete the Form as part of the Task. Related resource: For Counselors: Using Forms
    6. Attachments (PDFs only) or video links
      Supported video providers include: YouTube, Facebook, Twitch, SoundCloud, Streamable, Vimeo, Wistia, Mixcloud, DailyMotion, Kaltura, and Loom

      Links from YouTube, Facebook, Vimeo, Loom, or Wistia will play right within Scoir.
  5. Click Create. Your Task will appear in the Tasks table, where you can review, edit, or assign it when you're ready.
Tasks can't be edited while you're in the process of assigning them, so double-check the details before you assign.

Assigning Tasks

Creating a Task doesn't make it visible to anyone yet. You need to assign it first, and you choose at that point whether it goes to students, their parents, or both.

To assign to parents, start by finding the student whose parent you want to reach. You assign to the parent through the student, not from the Parent Roster directly.

Once assigned, the Task appears on the recipient's Scoir dashboard. If you set a start date, it won't appear until that date arrives.

Jump to:

Assigning to students in bulk

  1. Go to your Student Roster.
  2. Use filters to narrow down your group, for example by Class Year.
  3. Select one or more students to reveal the toolbar at the top of the page. Then, click Manage Assignments
  4. Choose Assign New Task or Assign Existing Task.
  5. To find an existing Task, click the Task field or start typing to search by title.
  6. In the Assign to dropdown, select Students.
  7. Click Assign.

Assigning to parents in bulk

To assign a Task to a group of parents/guardians, you go through their students.

  1. Go to your Student Roster.
  2. Find and select the students whose parents you want to assign the Task to. Then, click Manage Assignments in the toolbar that appears
  3. Choose Assign New Task or Assign Existing Task.
  4. To find an existing Task, click the Task field or start typing to search by title.
  5. In the Assign to dropdown, select Parents (or Students and Parents if you want both).
  6. Click Assign.

Each parent receives their own copy of the Task. If a student has two parents in Scoir, both get a copy.

Assigning to an individual student or their parents

There are three other options to to assign a task to an individual student and/or their parents:

From the Task preview drawer (students only):
1. Go to Assignments > Tasks and click a Task to open its preview drawer.
2. In the Student Assignments section, click Manage Students to add or remove students, then click Save.
3. To un-assign parents, scroll to the Parent Assignments section, click the three dot icon to the right of the parent’s row, and select Unassign

Note: You can add students and un-assign parents from the Task preview drawer, but you can't assign parents from here. Use the student roster, preview, or profile for that.

From the student preview drawer:
1. In the Student Roster, click Preview next to the student's name.
2. Select Assign New Task or Assign Existing Task. To find an existing Task, click the Task field or start typing to search by title.
3. In the Assign to dropdown, choose Students, Parents, or both.
4. Click Assign.


From the student's profile:
1. Open the student's profile and click Assignments in the left-hand menu.
2. Select Assign New Task or Assign Existing Task. To find an existing Task, click the Task field or start typing to search by title.
3. In the Assign to dropdown, choose Students, Parents, or both.
4. Click Assign.

What Students and Parents See

Once you assign a Task, it appears in the Assignments section of the student's or parent's Scoir dashboard. If the Task has no start date, it shows up right away. If it has a start date, Scoir makes it visible automatically when that date arrives.

When a Task includes a Form, students will see a Go to Form button to open and submit it. Once submitted, counselors can review the student’s responses.

Students and parents with multiple Tasks can click Show More to see additional ones, and Show Archived to see completed or retired Tasks.

Parents cannot view forms or assignments completed by their students. They will only have access to forms or assignments that were specifically assigned to them.

Completing an action within a Task—such as submitting a Form or watching a video—does not automatically mark the Task complete. Students and parents must return to the Task and manually mark it complete when finished. They can also mark a task as complete even if they haven’t submitted an included form.

How Scoir Notifies Students and Parents

Both students and parents receive an email when you assign a Task to them or send a reminder about an incomplete Task.

For new assignments, Scoir batches emails hourly to avoid inbox overload. It groups all new Tasks assigned within the same hour into a single notification showing the count of new Tasks. If a Task has a future start date, the assignee receives their email at 8 AM local time on that date.

Reminder emails are sent immediately.

Share these guides to help students and parents get started:

Managing Tasks

After creating and assigning Tasks, you can manage, track, and update them right from the Assignments > Tasks. The table shows all your Tasks with columns for topic, plan, who it's assigned to, start date, due date, and status.

Use the search bar to find Tasks by title or description. Use filters to narrow by start date, due date, topic, or status. If a Task is associated with a Plan, you can access it from the Plan column.

What does each task status mean?
Pending - Either you haven't assigned anyone yet, or the start date hasn't arrived.

Active - You've assigned the Task and the start date has passed, but not everyone has completed it and the due date hasn't passed.

Overdue - The due date has passed and one or more assignees haven't completed it.

Complete - Good news! 🎉 Everyone you assigned to the Task has marked it complete.

Archived - This means you've chosen to archive or hide this task from your default view of tasks and from the assignees' list of incomplete tasks.

Tracking Progress

From the Student Roster, you can add columns showing each student's count of incomplete, overdue, or completed assignments, and filter by those statuses. From there, you can click into any student's profile to see their specific Assignments.

While you can't add individual Assignments as Roster columns, you can track progress on a specific Task by opening it on the Tasks page. The preview drawer shows overall completion metrics and a breakdown by student. You can also send reminders directly from here.

To track Form responses, go to the Forms page and click into a Form to see respondents, their status, the date they last updated it, and their responses. You can view responses by individual student or export them in bulk.

Editing, Deleting or Archiving Tasks

  1. Click the (•••) icon next to any Task in the table, or from within its preview drawer
  1. Then, choose what you'd like to do:
    1. Edit — You can update the title, description, due date, and attachments.
      Once a task’s start date has passed, you can’t change that date or add/remove a form that’s already been assigned.
    2. Delete — Scoir removes the Task permanently. Students and parents can no longer see it, and all history is gone.
    3. Archive — Scoir hides the Task from your default Tasks view and from assignees' incomplete task lists, but keeps it available for reporting. You can still find archived Tasks using the Archived filter, and students can continue to mark them complete or incomplete.
      Tasks cannot be unarchived once archived, so use this feature for items you truly want to retire.

      When to consider archiving:
      - The Task is no longer relevant for students who haven't completed it
      - It's been open for a long time and you're ready to move on
      - You don't want it cluttering the student's or parent's dashboard

Exporting Tasks

You can export Task data as a CSV file that includes each Task's details along with the students or parents you assigned it to. See this example CSV file.

  1. Go to Assignments > Tasks.
  2. Apply any filters to narrow down which Tasks to include (by topic, date range, status, etc.).
    Filtering before exporting helps you create focused reports—for example, only tasks that are overdue or only those related to a specific topic.
  3. Click Export above the Tasks table.

Your file will download as a CSV, ready to open in any spreadsheet tool.

Duplicating Tasks

If you want to reuse a Task, you can duplicate it instead of building it from scratch. Duplicating copies all the Task's details so you can update and reuse them.

  1. Go to Assignments > Tasks.
  2. Click the (•••) icon to the right of the task you want to copy.
  3. Select Duplicate Task.
  4. Choose where to duplicate it:
    • No Plan: The Task appears in your main Tasks table. Best for one-off assignments or Tasks for parents. You'll still need to assign it manually.
    • Into a Plan: Scoir adds the Task to the selected Plan. If the Plan is active, Scoir automatically assigns the Task to the students in that Plan. If the Plan is a draft, Scoir won't assign it until you publish the Plan.
      Tasks duplicated into a Plan are assigned to students only. If the Task is meant for parents or guardians, do not duplicate it into a Plan.
  5. Click Duplicate. Scoir labels it as “(Copy)” until you rename it.
  6. Update the details as needed and click Save.

Additional Ways to Manage Tasks

From the Student Roster, counselors can:
- Filter students by incomplete, overdue, or completed assignments
- Add columns displaying the count of incomplete, completed, or overdue assignments per student


From the Assignments section of the student preview or profile, counselors can:
- Send a reminder to that student about a specific Task
- Assign or un-assign a Task
- Mark a Task as complete or incomplete
- View the Plan a Task is associated with (if it has one)
- See form status indicators (complete, in progress, not started)
- Access submitted form responses
- Toggle the Show archived tasks view

From the Task preview drawer, counselors can:
- Send reminders to individual assignees or everyone assigned to the Task
- Edit or delete a Task
- Assign or un-assign students
- Un-assign parents
- Mark Tasks complete or incomplete
- View the associated Plan

Frequently Asked Questions

Why can't parents see their Assignments?
Do I need special permissions to create tasks?
Yes, only staff with the School Counselor role can create and manage Tasks.
Are tasks automatically assigned after I create them?
No. Counselors have to assign Tasks manually. Students and parents won't see a Task until it's been assigned to them (and the start date has passed, if one was set).
Can I assign tasks to parents from the Parent Roster?
No. Tasks can only be assigned to parents through the Student Roster, a student's preview drawer, or a student's profile.
Can I assign a Task to additional students or parents after it's already been assigned?
Yes, you can always add more students or parents to an existing Task. They'll share the same start and due dates as everyone else. Keep in mind: if the due date has already passed, new assignees will see the Task as overdue.
What happens when a new student or parent is added to the school roster?
Scoir doesn't automatically add new students to active Tasks. You'll need to assign them manually to any relevant Tasks.
Why can't a parent see their Assignments?
Students and parents will only see Assignments on their dashboard after a counselor assigns them. If a start date is included, the Assignment will appear once that date has passed.

If a parent logs in and cannot access their Tasks or Forms after they’ve been assigned (and the start date has passed, if applicable), their account may not be fully linked to both their student and school.

To access assignments and other Scoir features, a parent’s account must be fully connected. If they’re missing access, it’s usually because they haven’t linked to their student yet.

For more guidance, check out this help article and share it with parents who may need assistance: For Parents/Guardians: How to create and link your account to your student and their school
Can parents see their student's Tasks or Form responses?
No. Parents can only see Tasks you specifically assigned to them. They have no access to their student's Tasks or submissions.
Is there a difference between a Task with a Form and one without?
Yes. When a Task includes a Form, students see a "Go to Form" button and can submit responses directly. Once they submit, Scoir automatically marks the Task complete and makes their responses visible to you. Tasks without a Form are simply marked complete by the assignee (or by you).
Can I see who has completed a Task?
Yes. Click on any Task in the Tasks tab to open the preview drawer. It shows overall completion metrics and a student-by-student breakdown. You can also send reminders from there.
What do tasks look like for students and parents, and when do they become visible to them?
Both students and parents have a dedicated section in their dashboard for Assignments. From there, they can view and complete their tasks.
Tasks assigned without a start date will be automatically visible to asignees. Tasks with a start date become visible once the start date is met.

How will students and parents be notified about their tasks?
Both will receive emails when counselors assign new tasks or send reminders about incomplete tasks.

For new assignments, emails will be sent every hour to prevent overload. Within each hour, new assignments will be consolidated into a single email, indicating the count of new tasks. If an assignment has a future start date, assignees will receive an email at 8 am local time on that day.

Reminders will be sent immediately to students/parents via email.

When should I consider archiving Tasks?
We recommend archiving a task in the following situations:

- It is no longer relevant to the assignees who have not yet completed it
- The task has been open for an extended period
- It should not appear on a student’s or parent's default view of incomplete assignments
- The students are ready to move on to new tasks
What does archiving a Task look like for counselors and students?
For students & parents:

- Once a task is archived, it no longer appears on their list of incomplete assignments, but they can still access archived tasks using the Show Archived Tasks toggle on their dashboard
-They can mark archived tasks as complete or incomplete, and the status (complete or incomplete) is still accurately reflected

For counselors:

- When a task is archived, its status is updated to "Archived," indicating that it’s no longer active
- Once archived, tasks do not appear on the Tasks page's default view or in the student profile's Assignments section. Use the Archived filter or turn on the Show archived tasks toggle to view them. Archived tasks are also not shown in the student preview on the student roster.
- Counselors can still generate reports on the completion status of archived tasks

How did we do?

For Counselors: Using Plans

Counselors: How to Build and Share Forms

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