Tasks

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Revision as of 04:50, 7 September 2023 by Cienna (talk | contribs) (→‎Task Details)

Currently in development



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

Tasks-details-aspects.png

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.

Escalation

Recurring

Create Task Template

Create New Task

Actioning Tasks