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Managing created tasks | HR Web Platform

Jimmy
Updated

Organising your tasks into a structured list can make your workload a lot more manageable. It allows you to view a list of your completed and uncompleted tasks and provides you with a sense of accomplishment when you mark an item as completed.

The Tasks I Created feature allows you to view all the tasks you have created, who you assigned this work to, and reassign those tasks if the person undertaking this assignment changes. You can also edit this information if it changes and delete the task if it is no longer required.

Availability

HR Plan:   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

Create a task
  1. Click the   Dashbord menu.
  2. Click the View All button in the Task block on your dashboard.
  3. Click the Tasks I Created tab.
  4. Click the Create Task button.
    screenshot of the tasks page with three tabs my tasks, tasks i created and other tasks, tasks i created is selected. a list of tasks is shown and a blue create task button is highlighted with a red outline.
  5. 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 HR 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.

  6. Click the   Subtask button and list any additional subtasks.
    screenshot of the fields you need to complete when creating a task: name, owner, description, assigned date, due date, collaborators and subtasks. The subtask button is highlighted in red so that you can can click on it and edit this field.
  7. Click the Create button.
    Screenshot showing the create a task form. When you have completed the fields, click the blue create button at the bottom.
Add a comment
  1. Click the   Dashbord menu.
  2. Click the View All button in the Task block on your dashboard.
  3. Click the Tasks I Created tab.
  4. Click the Action   button.
  5. Click the   View button.
    screenshot of the tasks page showing the location of the action button to the right of the task name. it gives the options to view edit or delete the task
  6. In the comment box, type your comment in and click the   button.
    Screenshot of the task details. write your comment in the activity section at the bottom of the screen and then press the blue paper airplane send icon.

Daily activities

Mark a subtask as complete

Important

As the user who created the task, you can mark it as complete on the owner's behalf.

  1. Click the   Dashbord menu.
  2. Click the View All button in the Task block on your dashboard.
  3. Click the Tasks I Created tab.
  4. Click the Action   button.
  5. Click the   View button.
    screenshot of the tasks page showing the location of the action button to the right of the task name. it gives the options to view edit or delete the task
  6. Click the Completed tick box.
    screenshot of view task. The fields are name, owner, description, assigned date, due date, collaborators and subtasks. there are checkboxes next to the subtasks to denote when they have been completed
Mark a task as complete

Important

As the user who created the task, you can mark it as complete on the owner's behalf.

  1. Click the   Dashbord menu.
  2. Click the View All button in the Task block on your dashboard.
  3. Click the Tasks I Created tab.
  4. Click the Action   button.
  5. Click the   View button.
    screenshot of the tasks page showing the location of the action button to the right of the task name. it gives the options to view edit or delete the task
  6. Click the Completed tick box.
    screenshot of edit task options. The fields are name, owner, description, assigned date, due date, collaborators and subtasks. there is a box at the top of the page for checking when the task has been completed
Re-assign a 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.

  1. Click the   Dashbord menu.
  2. Click the View All button in the Task block on your dashboard.
  3. Click the Other Tasks tab.
  4. Click the Action   button.
  5. Click the   Edit button.
    screenshot of the tasks page showing the location of the action button to the right of the task name. it gives the options to view edit or delete the task
  6. In the Owner field select the employee being re-assigned the task.
  7. Click the Save button.
    screenshot of edit task options. The fields are name, owner, description, assigned date, due date, collaborators and subtasks. Click the owner field for options to reassign highlighted in red and then the blue save button at the bottom also highlighted in red.
View a task
  1. Click the   Dashbord menu.
  2. Click the View All button in the Task block on your dashboard.
  3. Click the Tasks I Created tab.
  4. Click the Action   button.
  5. Click the   View button.
    screenshot of the tasks page showing the location of the action button to the right of the task name. it gives the options to view edit or delete the task

    Helpful Hint

    You will now see the assigned task details and any additional subtasks on your screen.

    screenshot of the details of the task. The fields shown are name, owner, description, assigned date, due date, collaborators and subtasks.

Editing data

Edit a comment
  1. Click the   Dashbord menu.
  2. Click the View All button in the Task block on your dashboard.
  3. Click the Tasks I Created tab.
  4. Click the Action   button.
  5. Click the   View button.
    screenshot of the tasks page. a red highlight box shows the location of the view edit or delete menu that appears for any task list item when you click the action button for it.
  6. Click the   button.
  7. Click the   Edit button.
    screenshot of the details of your task. at the bottom are the comments for the task. to the right are three dots, click on these for an edit or delete menu
  8. Make the required changes and click the Save button.
    screenshot of the details of your task. the comment has been edited and there are cancel or save buttons to choose from when you have finished editing at the bottom of the page
Edit a task

Important

You can only edit a pending task.

  1. Click the   Dashbord menu.
  2. Click the View All button in the Task block on your dashboard.
  3. Click the Tasks I Created tab.
  4. Click the Action   button.
  5. Click the   Edit button.
    screenshot of the tasks page showing the location of the action button to the right of the task name. it gives the options to view edit or delete the task
  6. Make the required changes and click the Save button.
    screenshot of edit task options. when you have completed editing the variour fields the blue save and cancel buttons are at the bottom of the screen.

Data management

Download tasks as a CSV

Important

This feature is only available to Admin users.

  1. Click the   Dashbord menu.
  2. Click the View All button in the Task block on your dashboard.
  3. Click the Tasks | Created tab.
  4. Click the Download CSV button. Screenshot_2023-04-18_112107.jpg

Deleting data

Delete a comment
  1. Click the   Dashbord menu.
  2. Click the View All button in the Task block on your dashboard.
  3. Click the Tasks I Created tab.
  4. Click the Action   button.
  5. Click the   View button.
    screenshot of the tasks page. a red highlight box shows the location of the view edit or delete menu that appears for any task list item when you click the action button for it
  6. Click the   button.
  7. Click the   Delete button.
    screenshot of the details of your task. at the bottom are the comments for the task. to the right are three dots, click on these for an edit or delete menu
  8. Click the Delete button.
    screenshot of the pop up that appears asking if you are sure you want to delete this comment. once this comment is deleted it cannot be undone.
Delete a task

Important

You can only delete a pending task. We do not allow you to delete a completed task.

  1. Click the   Dashbord menu.
  2. Click the View All button in the Task block on your dashboard..
  3. Click the Tasks I Created tab.
  4. Click the Action   button.
  5. Click the   Delete button.
    screenshot of the tasks page. a red highlight box shows the location of the view edit or delete menu that appears for any task list item when you click the action button for it. delete is highlighted in red
  6. Click the Delete button.
    the popup that appears when you select to delete a task says: are you sure you want to delete this task? this task will no longer be required to be completed.

Author recommended

So you have now managed your created tasks and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

  • HR platform: Goals (OKRs) This feature shows you how you can use the Objective, Key Results (OKR) framework to help align and connect all your employees to your company goals.
  • HR platform: Company Values This feature allows you to view the details of each of your organisation's chosen company values, enabling you to see the what your leadership team feels embody the vision and purpose of your business.
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