Difference between revisions of "Tasks"

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Task Templates are used to schedule yourself in reminders to complete a Task in the future, such as:
 
* Obtaining copies of updated licenses and certificates.
* Completing employee reviews
* Checking FairWork for award or pay updates
 
 
Task Templates can be created as a once off instance, a recurring task and has the ability to be escalated if not actioned.
 
In this article we'll be going through:
* Elements task template creation
* Workflow of setting up a ta
* How to create a task using a template
* How to action a task when due
 
 
If you're experiencing difficulties following these steps or have any additional questions, please don't hesitate to '''<b>[https://wageloch.com.au/contact Helpdesk]</b>'''

Revision as of 04:49, 18 August 2023

Task Templates are used to schedule yourself in reminders to complete a Task in the future, such as:

  • Obtaining copies of updated licenses and certificates.
  • Completing employee reviews
  • Checking FairWork for award or pay updates


Task Templates can be created as a once off instance, a recurring task and has the ability to be escalated if not actioned.

In this article we'll be going through:

  • Elements task template creation
  • Workflow of setting up a ta
  • How to create a task using a template
  • How to action a task when due


If you're experiencing difficulties following these steps or have any additional questions, please don't hesitate to Helpdesk