Clients - Assignments tab
      Back to home
      1. Knowledge Base : CounselMore Support
      2. CLIENT MANAGEMENT
      3. Clients - Assignments tab

      Assignments tab - Basics

      Assignments tab - Basics Basics of the Assignments Tab

       

      MORE THAN ASSIGNMENTS IN THE ASSIGNMENTS TAB

      The Assignments tab holds; Meeting Notes, Appointments, And Assignments. Active Assignments, live Meeting Notes, and upcoming appointments are summarized to an email that can be sent manually or sent automatically at an interval of your choosing.

      Recorded Training

       

      THREE DIFFERENT VIEWS OF ASSIGNMENTS FROM COUNSELOR POINT-OF-VIEW

          SEE ASSIGNMENTS PER AUDIENCE, BY USING VIEW BAR

      GREEN Pencil is the Edit screen, where the Counselor can see all assignments
      Click on the
      GRAD CAP for the Student's POV
      Single Icon for the Counselor's POV
      Grid Icon for the calendar of assignments
       
      An assignment is any work or task, you want to apply to the Student or Parent or Counselor, and track with a start date and a due date.
      ​
      You have the ability to draft each assignment using our in app editor and attach files from each Student's Google drive integrated Files Tab, as well as external resources. 

       

      Follow the link below to learn more about building assignments

       

       Self Guided Set up - Assignments

       

      NOTE: All assignments and meeting notes autosave - meaning you'll never lose any of your work again!

       

      Want to send out weekly, automatic assignment summaries to students and parents? 

       

      Click here to review this article!

      Hot tip: How to increase student engagement in the student portal - Click Convenience

Navigate to: Settings > Webmaster > copy your unique Student Portal link and add an "external link" to each Routine Assignment. 

When your student receives an assignment via email, they will also receive the link directly to your portal. This returns the student to the portal. CounselMore has done several behavioral studies that showed students are more likely to engage the portal when there is "click convenience."

How many avenues to communication do you leave open?
If a student is able to reach their counselor from email, text, phone, portal, meetings - then the counselor is setting the expectation that they will check all communication channels.

If the counselor would prefer the student communicate using one or two specific channels, then the counselor must reinforce that by not engaging on the other avenues and steering the student's communication back to the chosen line.

Students can leave comments per assignment and click Done when an assignment is complete. 

A counselor can view text messages in app and not be at the end of every message alert. 

A counselor's time is valuable, they shouldn't feel they have to jump each time a message comes in.

To streamline your practice, streamline your response.

       

      Would you like to know more about the CounselMore Comprehensive Assignments packages? These are pre-written, client-facing that can be used for all high school grades. The assignments package follows the comprehensive college readiness process. Read more here.