Create and Assign Tasks

Task lists are used to group and assign a list of tasks to employees and track the progress.

Task lists can be created via Employees -> Task Lists menu. As an example, we will create a task list for developing a product and assign tasks to other employees.

The first step is to create a task list by using Add New button under Employees -> Task Lists. The owner is the employee responsible for ensuring the task list gets completed. Please note that, if the task list is in the draft state, the assignees won’t be able to see it.

Now click on the Visit Task List link to open the task list document.

You can start editing the document now.

Click the + icon to add an element and select “User Tasks” element to add tasks.

A task can be assigned to an employee by clicking the profile image shown on the task.

Multiple task sets can be added in a single task list.

Don’t forget to save the task document after adding tasks.