Dashboard: Tasks

Overview

A task list is a handy way for you to manage the various activities that you need to undertake in your role. A to do list allows you to break up your required duties into smaller, more actionable items.

The dashboard has a task's feature that allows you to create your own to do list or for your manager to assign you tasks that need completing.

Availability

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

Getting started

Creating a task
  1. In the Tasks widget, click on the Add Task button on the dashboard.
    Task_1.jpg
  2. On the Create Task screen type in the following information:
    • Task description.
    • Assign date.
    • Due date.
    • Assigned to.
    Task_2.jpg
  3. Click the Create button.

    Helpful Tip

    Once you have created the task, it will appear on the employee's dashboard. If you are the creator of the task, but you have not allocated it to yourself, the task will not be visible on your dashboard.

    Important

    Managers and employees can only assign tasks to members in their team.

Maintain

Completing a task
  1. In the Tasks widget, click on the Complete button to mark the task as completed.
    Task_3.jpg

    Helpful Tip

    Clicking on the Complete button will send a notification to the person who assigned you the task, stating that you have completed the task.

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