Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Employee , Manager , Admin
You can organise your tasks into a structured list using the Tasks feature to make your workload more manageable. It allows you to view your completed and outstanding tasks and provides you with a sense of accomplishment when you finish them.
To make things easier for you, we have also introduced the To Do List on your dashboard. It provides a quick view of all automated tasks that you need to action. Depending on your role, you need to acknowledge, approve, review, or complete them. To learn more about this, please go to the What tasks will I see in my To-Do List widget on my dashboard? in the Further information section of this article.
Important
Only clients on our Employment Plus, Employment Unlimited, HR classic Premium, and Platinum subscriptions can add, edit, and delete a comment for a task.
Warning
Timesheet tasks when actioned from the to-do list will be cleared immediately. If you action timesheet tasks from other sources, such as Swag, there will be a delay between when the task was completed and when it will be cleared from your to-do list.
Definitions of the types of tasks
My Tasks | My Tasks will show all tasks that have been assigned to you. |
Tasks I Created | Tasks I Created will show all tasks that you created, even if they're assigned to another team member. |
Other Tasks | Other Tasks will be shown to Admins, Owners and Managers. Admins/Owners will see all tasks company-wide. Managers will only see tasks assigned to a team member in their reporting line. |
Managing your tasks
- Click the Dashboard menu.
- Click the Create Task 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.
Important
The platform uses the assigned date to determine when to notify the task owner about their upcoming tasks.
- Due date.
- Collaborators
Important
You can only add a collaborator if you are on our premium or platinum pricing plan.
- Click the Subtask button and list any additional subtasks.
- Click the Create button.
- Click the Dashboard menu.
- Go to the To Do List widget.
Helpful Hint
Here, you will see a list of the tasks you have to complete, acknowledge, or review. They will include policies, certifications, induction content, safety incidents, HR documents, tasks, expense claims, leave requests, recognitions, performance reviews, and timesheets.
To learn more about this, please go to the What tasks will I see in my To-Do List widget on my dashboard? in the Further informationsection of this article.
- To filter your tasks, click the Filter bar.
- Click the Features field, then choose the tasks you want to see.
- Click the Apply button.
- Click the task you want to view the details of.
Helpful Hint
A popup will appear, containing the details of the task.
Warning
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.
- Click the Dashboard menu.
- Click the View All button in the Task block on your dashboard.
- Click the Other Tasks tab.
- Click the Action button.
- Click the Edit button.
- In the Owner field select the employee being re-assigned the task.
- Click the Save button.
Completing your tasks
Managing task comments
Further information
Yes, you can assign tasks to an external Inbox. We now allow you to add an external email address to an assigned task. For example, onboarding, offboarding, or tasks will trigger an email when you assign a task to the nominated Inbox.
The tasks you will see in your To Do List on your dashboard will depend on your role and the nature of the document or action involved.
All roles. |
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Approver. |
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Employee. |
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Manager. |
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Recipient. |
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Sending signatory. |
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Worksafe authority. |
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