Adding a Task

If you are a manager, you can add a task from the Task dashboard:

Select Tasks from the menu.
Select the +.
Complete the following under Basic Information:
- Description
- Priority: Normal, Low or High
- Private (Future use)
- Use Beneficiary: Select if the assignee is completing this task on behalf of someone else.
- Beneficiary Type: If Use Beneficiary is selected, select who the task is on behalf of: Client, Client Placement, Placement or Employee
- Client, Client Placement, Placement or Employee: If Use Beneficiary is selected, this field will change based on the Beneficiary Type selected.
- Due Date
Select Show Details.

You can now set the earliest date and time the task can be completed before the due date and the date and time the task should become visible in the To Do list under Tasks for the assignees.
Select Require Approval to select the users that should approve the completion if this task if desired. The Approvers section will then appear (see Step 8).
Select Add Myself to make yourself an assignee or start typing to add assignees.

The options available depend on if Use Beneficiary is selected and if so the Beneficiary Type selected. If using a beneficiary of Client, Client Placement or Placement, then the assignee can be a staff-based relationship or a manager-based relationship. If using a beneficiary of employee, the assignee can be the beneficiary (employee) or the employee’s manager. The assignee can also be an employee group, position or a user.

Anyone selected as an assignee can complete this one task. It does not create a task for each assignee.
To remove an assignee from the task, select the X next to the assignee you want to delete.
If you selected Require Approval, then select Add Myself to make yourself an approver of this task and/or start typing to add approvers.

The options available depend on if Use Beneficiary is selected and if so the Beneficiary Type selected. If using a beneficiary of Client, Client Placement or Placement, then the approver can be a manager-based relationship. If using a beneficiary of employee, the approver can be the employee’s manager. The approver can also be an employee group, position or a user.
To remove an approver from the task, select the X next to the approver you want to delete.
To set up Watchers for the task, select Add Myself to make yourself a watcher and/or start typing to add watchers to this task.

The options available depend on if Use Beneficiary is selected and if so the Beneficiary Type selected. If using a beneficiary type of Client, Client Placement or Placement, then the watchers can be a manager-based relationship. If using a beneficiary of employee, the watcher can be the employee’s manager. The watcher can also be an employee group, position or a user.
To remove a watcher from the task, select the X next to the watcher that you want to delete.
Select Add reminder to create a reminder for this task. The reminder will pop-up in the corner of the user's screen based on these reminder settings.
Select who should receive the reminder: Assignees, Approvers or Watchers.
Select the time span when the reminder should be sent.
Select if the reminder should be sent Before or After the task's due date and select Save.
To edit or remove a reminder, select the reminder and select the Edit icon or the Delete icon.
If you are an assignee, select Complete when you have finished the task or Disregard if it no longer applies.
If you are an approver of the task after the task has been marked Complete, select Approve if it was completed satisfactorily or Reopen if not.