Tasks

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