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 have a clear outline of the tasks you have got to do and those you have completed, it helps you stay focused.
The Tasks Widget feature allows you to create your own tasks list and include details 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
- Click the Add New button.
- 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
- Click the Subtask button.
- List out any additional subtasks.
- Click the Create button.
- Click the task that needs subtasks completed.
- Click the Completed tick box.
- Click the Compete button.
- Click the Mark Task as Complete button.
Maintain
- Click the View All button.
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