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Track my notes

Track wellbeing notes is your personal workspace for the open tasks assigned to you and the wellbeing notes you own, split across three tabs.

  1. Open your tracking workspace

    On the Wellbeing landing page, click Track my notes at the top right.

    The Wellbeing landing page header with the Track my notes button at the top right

  2. Check your open tasks

    On the Open tasks tab, see the tasks assigned to you across every case — Task title, Case, Student, Priority. This tab defaults to showing Open tasks; clear or change the status filter to see completed and cancelled ones. Search, filter by status and priority, and click a row to expand it for the description, status, created/updated dates, and Open case / Edit task buttons.

    The Track wellbeing notes workspace on the Open tasks tab, with one row expanded to show its description, status, dates, and the Open case and Edit task buttons

  3. Review your active notes

    On the Active notes tab, see the wellbeing notes you currently own, in the same table layout as the landing page.

  4. Look back at closed notes

    The Closed/resolved notes tab lists your resolved and cancelled notes.

  5. Open a case

    Click a Case link (in tasks) or a Case title (in notes) to open that case's detail page. The count in each tab label reflects what that tab will load, so you can size up your workload before opening it.