Creating a task

You can create a task and assign it to another person from the Tasks screen. The task you create appears under the Assigned by Me tab.

1. Tasks — Open Tasks from the menu.

2. Create Task — Click Create Task at the top right of the page.

3. Task Name — Give the task a short, clear name.

4. Assign To — Pick the person to assign the task to.

5. Priority — Low, medium, high — the assignee sees this in their list.

6. Due Date — When the task is due.

7. Create Task — Save the task — the assignee sees it in their My Tasks list.

Steps

1. Open Tasks from the Self-Service menu.
2. Click Create Task. A panel titled Create New Task slides in from the right.
3. Fill in the fields:
   • Task Name (required) — a short name for the task.
   • Assign To (required) — search for and select the person to assign the task to. You cannot assign a task to yourself.
   • Priority (required) — Low, Medium, or High (defaults to Medium).
   • Due Date (required) — when the task is due. Must be today or later.
   • Due Time — an optional time of day.
   • Recurring — Never, Daily, Weekly, or Monthly. Choose anything other than Never to make the task repeat.
   • Recurring End Date (required when recurring) — the last date the task should repeat.
   • Requires attachment before completion — turn this on if the assignee must upload a document before they can mark the task complete.
   • Notes / Description — optional notes for the assignee.
   • Voice Description — an optional audio file (MP3, WAV, M4A, or AAC, up to 10 MB).
4. Click Create Task.

What you'll see

A confirmation appears and the new task shows up under the Assigned by Me tab. If you set the task to recur, the individual occurrences are created automatically.

Tips

• To cancel without creating the task, click Cancel or close the panel.
• The assignee tracks the task from their My Tasks tab — see Your tasks.