---
title: Assignments tab - Basics
description: "Assignments tab - Basics\nBasics of the Assignments Tab"
---

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3. [Clients - Assignments tab](https://helpdesk.counselmore.com/client-management?hsLang=en#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

<iframe width="256" height="144.64" src="https://www.youtube.com/embed/YC1vNeHdgCo?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen title="Assignments Training  : CounselMore Getting Started" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

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

    **SEE ASSIGNMENTS PER AUDIENCE, BY USING VIEW BAR**

**![assviewbar](https://helpdesk.counselmore.com/hs-fs/hubfs/assviewbar.png?width=390&height=69&name=assviewbar.png)**

**Pencil** is the Edit screen, where the Counselor can see all assignments

Click on the **FOLDER** to view assignments by group, as they appear in Routine Assignments

**GRAD CAP** for the Student's POV

**Double-Head Icon** Icon for the Parent'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](https://helpdesk.counselmore.com/self-guided-5-routine-assignments?hsLang=en)

 

```
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](https://helpdesk.counselmore.com/assignments-tab-auto-email-assignment-summaries-reminders?hsLang=en) 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.](https://helpdesk.counselmore.com/resources-client-facing-routine-assignments-packages?hsLang=en)

 

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