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How To Set-Up And Assign Routine And Onboarding Task

The Task Management feature allows administrators to assign tasks to employees across the organization. Tasks can be assigned to an individual employee, multiple employees, or an entire department.

 

How to Assign a Routine Task
  1. Log in to your Admin account.
  2. Scroll down and click Tasks.
  3. Click Create New Routine Task.
  4. Complete the required fields:
    • Task Title – Enter a title for the task.
    • Task Owner – Select the employee responsible for overseeing the task.
    • Allow Others to Update Task – Select Yes or No to indicate whether employees other than the task owner can update the task.
    • Date Range – Select the task start date and end date.
    • Details – Enter a description or any additional information related to the task.
    • Assign Employees – Select the employee(s) or department to whom the task will be assigned.
  5. Click Create to save and assign the task.

The assigned employees will be notified and can view the task from their account dashboard.

How to Assign an Onboarding Task

  1. Log in to your Admin account.
  2. Scroll down and click Tasks.
  3. Click Onboarding beside Routine.
  4. Click Create Onboarding Task.
  5. Complete the required field:
    • Description – Enter the details of the onboarding task.
  6. Click Create to save the task.


The onboarding task will be added to the onboarding workflow and can be assigned to new employees as part of their onboarding process.