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Create and Assign Tasks

This guide explains how to create task lists, add tasks, and assign them to employees in IceHrm.

Overview​

Task lists are used to group and assign a list of tasks to employees and track their progress. They function as editable documents where you can organize tasks into stages, assign them to different employees, and monitor completion.

Creating a Task List​

  1. Navigate to Employees -> Task Lists
  2. Click Add New to create a new task list
Create Task List

Task List Fields​

  • Owner (required): The employee responsible for ensuring the task list is completed
  • Task List Name (required): A descriptive name for the task list (e.g., "Develop a Product Prototype")
  • Status (required): Set to Draft while building the task list, change to Open when ready for assignees
  • Owner Can Edit: Whether the owner can modify the task list
  • Assignees Can Edit: Whether assigned employees can modify the task list
  1. Click Save to create the task list

Managing Task Lists​

After saving, you'll see your task lists with available actions:

Task Lists

  • Edit: Modify the task list settings
  • Visit Task List: Open the document to add and assign tasks
  • Delete: Remove the task list
  • Copy: Duplicate the task list

Building the Task Document​

Click Visit Task List to open the task document editor.

Adding Elements​

Click the + icon to add different elements to your task document:

Adding User Tasks

Available elements:

  • Text: Add descriptive text or instructions
  • Heading: Add section headers (e.g., "Stage 1: Market research and analysis")
  • Image: Insert images or diagrams
  • List: Add bullet or numbered lists
  • User Tasks: Add assignable tasks for employees
  • Checklist: Add simple checkbox items
  • Quote: Add quoted text

Adding User Tasks​

  1. Click the + icon
  2. Select User Tasks from the menu
  3. Enter your task descriptions (e.g., "Conduct a competitive analysis")
  4. Add multiple tasks as needed

Organizing Tasks into Stages​

You can organize your task document into multiple stages:

  1. Add a Heading for each stage (e.g., "Stage 1: Market research and analysis")
  2. Add User Tasks under each heading
  3. Repeat for additional stages (e.g., "Stage 2: Ideation and concept development")

Assigning Tasks to Employees​

Click the profile icon next to each task to assign it to an employee.

Assign Tasks to Employees

  1. Click the profile icon on a task
  2. Select an employee from the dropdown
  3. Click OK to confirm the assignment
  4. The employee's photo will appear next to the task

Completed Task Document​

A fully configured task document shows all tasks organized by stage with assigned employees:

Task Document

Each task displays:

  • The assigned employee's profile photo
  • A checkbox for tracking completion
  • The task description
  • A blue checkmark indicating task status

Saving and Publishing​

  1. Click Save to save your changes
  2. Click Back to return to the task list
  3. Change the status from Draft to Open to make it visible to assignees
tip

Keep task lists in Draft status while building them. Employees won't see the task list until you change the status to Open.