Add Task

  1. Click administration | Employee Information | Task List.

  2. Click Add Task. The Add/Edit Task screen displays.

  3. Type the name of the task in the Task: field.

  4. Select the employee that you want to assign the task from the Assigned To: drop-down menu. To enter an employee name not already in the drop-down menu, select Other from the drop-down menu, then type the employee name in the empty field.

  5. Type a deadline in the Deadline: field or click the calendar icon next to the Deadline: field to select a deadline.

  6. Type a completion date (optional) in the Completed on: field or click the calendar icon next to the Completed on: field to select a completion date.

  7. To set a reminder, type the number of days before the task is due in the Send reminder field.

  8. Click Save. If the employee has an e-mail address, they receive an e-mail notification of the assigned task.