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 task template
• How to create a task (with/without 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

Task Elements

When setting up a Task Template or creating a task as a once-off occurrence, the fields in the form are near identical - keep a close eye on what you're doing!

The main difference is when using a template to create a task information will be pre-filled based on the Task Template, whereas creating a once-off Task will require you to fill each field out.

Below we'll be discussing each element of the task form and its behavior.

Task Templates

1. Task Name: Give your task template an easily identifiable name. 2. Description: Provide a brief description of what is required of this task. This is important so whomever the task will be allocated to understands the requirements. 3. Task Due: Select a default due date for days/months after the Task is created. When creating a Task from this template, it will automate the due date according to your selection rather than specifying an actual date. 4. Assign To: You can choose who to assign this to, whether or not they are a Wageloch user or Staff member - it only requires a name and email address. This will provide the ability to Complete assigned tasks. 5. Send Notification: Choose when to send the first notification of a new task to be actioned. 6. Reminders: Send notifications every __ days before the due date and after the task is created, and send reminder notifications every __ days when overdue.

Escalation

Enable Escalation: Choose if you would like to escalate the task. Escalate Before Due Date: If the task has not been marked complete within ___ days of due date, it will notify the Escalate To contact. Escalate To: Select the recipient of the escalation; this can be a Wageloch user, staff member or someone external to the system. Enter/select the name of the escalation point and their email address (only required if non-staff member)