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How to create and assign tasks

Key steps to assign specific tasks to employees

Assigning specific tasks to employees has several benefits, including:

  • Ensuring that all necessary work is completed efficiently and effectively
  • Providing clear instructions for employees
  • Allowing for better tracking of progress

 

To add tasks from an employee profile

  1. On your sidebar, go to Employees
  2. Head to the Employee in question
  3. Go to Tasks
  4. Click on Create a task - located in the upper right corner
  5. Fill in the Task name and the Task description
  6. Select the people to whom to assign the task
  7. Flag the option Create a separate task for each selected employee if necessary
  8. Define a Due date
  9. If needed, upload documents
  10. Click on Confirm

 

To add tasks from the Tasks feature

  1. On your sidebar, go to Tasks
  2. Click on Add task
  3. Fill in the Task name and the Task description
  4. Selects the people to whom to assign the task
  5. Flag the option Create a separate task for each selected employee if necessary
  6. Define a Due date
  7. If needed, upload documents
  8. Click on Confirm

 

💡Discover how employees can check and complete pending tasks

 

🚀 Speed up the task assignment process by using task templates

 

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