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 Template Elements

Task Details

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 or months after the Task is created. This will automatically set for you when picking an actual due date for creating a task. 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. 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.