Task List

Use the Task List to assign tasks to new employees or existing employees.

To access the Task List, click administration | Employee Information | Task List.

Assign a Task

  1. Click administration | Employee Information | Task List.

  2. Use the drop-down menu to select the applicable task list.

  3. In the row of the task that you want to assign, select the employee that you want to assign the task to from the Assigned To drop-down menu. If the employee has an e-mail address, they receive an e-mail notification of the assigned task. 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.

  4. Click Save Tasks.

Assign a Task with a Deadline/Edit a Task

  1. Click administration | Employee Information | Task List.

  2. Use the drop-down menu to select the applicable task list.

  3. If you want to change the assignment to another employee, select the employee 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.

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

  5. 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.

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

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

Add Completion Dates for Multiple Tasks

For historical records, you can mark one or more tasks complete in the Task List.

  1. Click administration | Employee Information | Task List.

  2. Mark one or more tasks complete by selecting the checkbox to the left of each completed task. The system displays a completed date in the Completed column on the tasks. Deselect the checkmark from the selected task to remove the date.

  3. Click Save Tasks.

Add a New Task

  1. Click administration | Employee Information | Task List.

  2. Click Add New Task.

  3. Click OK to the pop-up message that displays.

  4. Enter the task name and any other applicable information.

  5. Click Save Tasks.

Remove a Task

  1. Click administration | Employee Information | Task List.

  2. In the row of the task that you want to remove, click Remove.

  3. If you remove all tasks, the task list will reset to default.

Print Tasks

  1. Click administration | Employee Information | Task List.

  2. Click Print Tasks.

  3. Click OK to the pop-up message that displays.

  4. A printable version of the Task List displays.

Reset Tasks to Default

  1. Click administration | Employee Information | Task List.

  2. Click Reset to Default.

  3. Click OK to the pop-up message that displays.

  4. The default tasks display.