Creating a New task

Updated by Chris Storms

A Task admin can create a New task:

  • at organisation level
  • or from the employee level

With following fields

Title

  • Owner (the person who will need to perform the task)
  • About (the person the task is about)
  • Category
  • Due date
  • Details
  • Files

When saving, choose:

  • Save as On hold (the task is not yet visible to the owner)
  • Save as Active (the task is visible to the owner and the owner is notified)


How did we do?


Powered by HelpDocs (opens in a new tab)