Add and assign a task
1. In the People section, select Tasks from the menu. Click on the Add Task button.
2. Fill in the following required details.
- Task name: Type in a descriptive name for the task
- Assignee(s): Use the dropdown to select the employee who will be assigned to complete the task.
NEW! Bulk Assign:
You can select multiple employees in the dropdown to assign the task in bulk.
3. Click the icons on the bottom of the window to optionally add more details to the task.
If you change your mind, click the icon again to remove the field:
- Description: This an optional field where you can describe the task in more detail
- Requested for: This is an optional field to specify the employee that the task is on behalf of. This person will not be notified of the task, but the assignee will be able to see who the task is requested for.
- Due date: Optionally specify the date the task is due
- Link: If applicable, paste a URL link related to the task
- Link name: If applicable, type in a display name for your URL link
- Files:
- Attach files: add attachments to the task which the assignee can view and download
- Request files: request a file for the assignee to upload in order to complete the task
- Request acknowledgement: Require the assignee to acknowledge the task. Read more on Document Acknowledgements
4. Once you're all done, hit the Assign task button.
The assignee will receive an email and in-app notification letting them know that they have a task to complete.
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