How Does one counselor make an assignment for another counselor?

The following account types can create assignments:

⚠️ Important: Identify the Counselor in the Title

To direct the assignment to a specific counselor, include their name in the Title field.

Example:
John – Please call admissions office

This ensures the assignment is clearly intended for that counselor.

Assignments are linked to the student record, not directly assigned to a specific counselor user
Any counselor who has access to the student can view and complete the assignment

When a counselor logs in:

To find assignments intended for them:

Assignments with their name in the title will appear in the Counselor Assignments tile.

The system does not automatically assign tasks to a specific counselor user
To ensure clarity, always include the counselor’s name in the assignment title
If no name is specified, the assignment is considered the responsibility of the student’s assigned counselor

Superusers and Admins can view all counselor assignments
They can search or filter by counselor name to identify responsibility
If no specific counselor is indicated, any counselor with access to the student may complete the task

CounselMore allows counselors, admins, and superusers to create assignments for students. In some cases, you may need to create an assignment intended for another counselor. This article explains how to do that and how assignments behave in the system.