Create Tasks

Companies use the Tasks module to manage scheduled tasks such as asking a group of employees to co-operate and complete a group work before the deadline.

 

To create a task, log in to Employment Hero and go to: 

Tasks > Tasks 
  • Create tasks

    Below Scheduled Tasks, click Add new task. Next you will see a Create Scheduled Task window. There are four fields that need to be filled:

    • Description: information about this task.
    • Due date: expected finishing date of this task.
    • Tags:  tags related to this task.
    • Members: employees to be assigned with this task. By default, the author of the task if the assignee of this task.

      Fill these fields and save the created task. After the new task is created, emails will be sent to employees assigned the tasks.

      If there are multiple employees in a task, then each employee has a unique task record for this task. We call these related tasks.

  • Update tasks:

    On the Scheduled Tasks page, find the task to be updated and click the corresponding link in the Task field. You will get an Update scheduled task window with the four following fields:

    • Description: information about this task.
    • Due date: expected finish date of this task.
    • Tags:  tags related to this task.
    • Update related tasks: tick this check box, if you also want to update the related tasks.

      After the updated task is saved, emails will be sent out to assignees involved in this updated task.

  • Delete tasks:


    Click the Delete button in the Actions field of the task record for it to be deleted. If you want to delete any related tasks, click the Delete related tasks check box in the next pop up window.  

    

To manage tasks assigned to you, please refer to article: Use Tasks as an assignee.

 

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