As a manager, you can create tasks for your team.
Click on the ‘Tasks’ icon on the left-hand menu bar to access the Tasks dashboard where you will be able to view the status and information of all tasks.
Creating Tasks
To create a task, click on ‘Create’ on the top right. Fill in all details and click on ‘Create Task’. The employee this task has been assigned to will receive a notification.
Creating Tasks from Task Templates
If you have a task or a set of tasks that reoccur, you can use a template to automate task creation.
Please Note: Only users with access to your Company Settings can add Task Templates.
To Create tasks from a template, click on 'New Task from Template' in the top, right-hand corner.
Edit or Cancel a Task
You can edit or cancel tasks that have a pending status.
Click on a task in the list to view it, and you can select edit or cancel as needed.
