Organising your tasks into a structured list can make your workload a lot more manageable. It allows you to view a list of your completed and uncompleted tasks and provides you with a sense of accomplishment when you mark an action item as completed.
The My Tasks feature allows you to create your own task list, add any required subtasks and mark these activities off as you complete them. You can also edit this information if it changes and delete the tasks it is no longer required.
This feature is also where you can view tasks assigned to you by your peers and/or your manager. The details on who gave you this assignment, and the work required for you to undertake will all be visible to you.
- Click the Tasks menu.
- Click the My Tasks tab.
- Click the Create Task button.
- Complete the following fields:
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.
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.
- Assigned date.
- Due date.
- Click the Subtask button and list any additional subtasks.
- Click the Create button.
The creator of a task can re-assign the existing task to another employee, while an Admin or Owner can re-assign the task regardless if they were the creator of the task or not.
You can not change the owner, assigned date and due date of a task that another user assigned to you.
You can also only edit a pending task, the platform does not allow you to edit a completed task.