Add and assign an individual task
1. In People, navigate to Tasks.
2. Click the Add task button on the upper right-hand side to add an individual task.
3. Fill in the following required fields.
- Task name: Type in a descriptive name for the task
- Assignee: Use the dropdown to select the employee who will be assigned to complete the task
4. 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
5. 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.
Related Articles
How to create and assign a task template in HR
1. In People , navigate to the Tasks tab. 2. Click the Templates tab. Next, click the Create template button on the top right-hand corner. 3. In the pop-up, type in the template name and description. Then, click the Create template button. 4. Now, ...Frequently Asked Questions (FAQs): Task Manager
General task management Q: When can I assign tasks to an employee? A: At any time. Q: How do I create and assign individual tasks? A: In HR under Tasks on the left-hand side, click on Everyone’s Tasks, then click the Add task button. From there, you ...How to complete a task
1. When you're assigned a task, you'll receive an email notification like the one below. Click View Task to open Rise and access your task. 2. You can also log into Rise HR and click Tasks from the sidebar or in-app notification to view your open ...How to add a new employee to People
Adding a new employee 1. Navigate to People in the left-hand navigation bar, and click + Add New Employee. 2. Fill in the required fields about your new employee. As a minimum, enter their name, start date, employee code, country and region of ...How to edit a task template
1. Navigate to the Tasks section in People. 2. Select Task templates and click the name of the template you want to edit. To edit the template name or description: 1. Click the three dots menu in the upper right corner, the select Edit template. 2. ...