Assigning tasks in PeopleForce is a valuable feature that helps managers streamline their workflow and stay organized.
You can use this feature to set up reminders for yourself or team members or collaborate with colleagues by sharing tasks with them. With the ability to include detailed instructions and attach necessary resources, it becomes easier to manage workloads and ensure tasks are completed on time.
Create and assign a task
Create and assign a task
In your PeopleForce dashboard, go to the Tasks section.
Find and click the + New task button to start a new task.
Enter a clear and concise title for the task.
Provide a detailed description of the task, including specific instructions.
If the task requires reference materials, you can attach relevant files or include links to documents, articles, or resources.
Assign the task:
To yourself: By default, the system will set you as assigned.
To a subordinate or a colleague: If you assign a task to a team member, select their name from the dropdown list of employees.
7. Remember, a task can only be assigned to one person.
8. Set a deadline for the task completion by selecting the due date from the calendar.
9. After filling in all the necessary details, click the Save button to finalize the task creation.
Get a notifications
Get a notifications
Once a task is assigned, the employee will receive a notification in their Notification bar and To-do widget on their Home page, keeping them informed and on track with their responsibilities.
Track tasks
Track tasks
All tasks are organized and accessible in the Tasks tab:
My tasks: Displays tasks assigned to you.
Team tasks: Shows tasks assigned to your team, if you're a manager.
Company tasks: Provides a view of all tasks across the company.
Export task data
Export task data
To export data on tasks performed by your team, follow these steps:
1. Navigate to the Team tab.
2. Click the Export button.
Once the file is ready, you’ll receive a notification, and it will be available for download.
Tip: Use filters to refine your export, such as selecting a specific employee or date range for more targeted data.
