Dashboard: Tasks

Overview

Being able to create a task list on the fly can reduce administrative time as well as improve managing your workload.

The Tasks widget allows you to create your own task list, add any required subtasks and mark these activities off as you complete them.

Availibility

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Creating a task
  1. In the Task widget, click the Add New button.
    Task_1.jpg
  2. Complete the follwoing fields:
    • Name.
    • Owner.
    • Description.
    • Assigned date.
    • Due date.
  3. Click the Subtask button and list any additional subtasks.
    Task_2.jpg
  4. Click the Create button.
    Task_3.jpg
Marking a subtask as complete
  1. In the Task widget, click the task that needs subtasks completed
    Task_5.jpg
  2. Click the Completed tick box.
    Task_6.jpg
Marking a task as complete
  1. In the Task widget, click the Compete button.
    Task_4.jpg

Maintain

Viewing all assigned tasks
  1. In the Task widget, click the View All button.
    Task_7.jpg
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