HR platform: Managing assigned tasks from my dashboard

Overview

You would use a task list to set out all the activities you need to complete. One of the most important reasons you should use a task list is that it will help you stay organised. When you write all your tasks on a list, they seem more manageable. When you’ve got a clear outline of the tasks you’ve got to do and those you’ve completed, it helps you stay focused. 

The Tasks Widget feature allows you to create your own tasks list and include detail's such as the owner, description, assigned and due date and any required collaborates. You can also use this feature to mark your subtasks and/or primary task off as complete and access a shortcut to see a list of all your assigned tasks.

Availability

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

Getting started

Creating a task
  1. Click the Add New button.
    Task_1.jpg
  2. Complete the following fields:
    • Name.
    • Owner.

    Important

    The task owner is the user required to complete the task. By selecting a user who is not yourself; means that you are assigning the task to another user. However, the platform will still list you as the person who created the task.

    Warning

    If you have selected a team as the owner of a task, the platform will assign each member of the team their own individual task. The platform does not allow you to set a task as a collaborative endeavour or owned by a team.

    • Description.
    • Assigned date.
    • Due date.
    • Collaborators
  3. Click the Subtask button.
    Task_2.jpg
  4. List out any additional subtasks.
  5. Click the Create button.
    Task_3.jpg
Marking a subtask as complete
  1. Click the task that needs subtasks completed
    Task_4.jpg
  2. Click the Completed tick box.
    Task_5.jpg
Marking a task as complete
  1. Click the Compete button.
    Task_6.jpg
  2. Click the Mark Task as Complete button.
    Task_7.jpg

Maintain

Viewing all assigned tasks
  1. Click the View All button.
    Task_8.jpg
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