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.
Set a deadline for the task completion by selecting the start and due date from the calendar.
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.
In the Recipient type field, select the to whom you want to assign this task:
To yourself: By default, the system will set you as a performer.
Single task to a subordinate or a colleague: If you assign a task to a team member, select their name from the dropdown list in the Specific employee field.
One common task for multiple employees: You can create Shared Tasks and assign them to multiple people, ensuring that any assignee can take ownership and complete them. In the Recipient type field, select the Group of employees > Shared and select employees who may complete the task. Shared tasks can be assigned to up to 10 people.
Individual copy of task for each employee from the group: If you need to create one task for several employees so each can receive their own task, select Group of employees > Personal and avoid manually creating one task for each employee.
If mupltiple assignees for task is not enabled for your company, contact us for details.
8. After filling in all the necessary details, click the Save button to finalize the task creation.
Get notifications
Get 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.
If someone from the assignees completes the shared task, the task creator and the rest of the assignees receive notification about it.
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.
Сreate shared task
Сreate shared task
You can now create Shared Tasks and assign them to multiple people, ensuring that any assignee can take ownership and complete them.
This is particularly useful for tasks where responsibility is shared among a team. For example, when setting up a task to provide assets, hardware, or software to a newcomer, you can assign it to everyone in the IT admins team. Any member can then step in and mark the task as completed, eliminating the need to create duplicate tasks or reassign them manually.
This feature simplifies collaboration, reduces redundancy, and ensures tasks are completed efficiently, even in dynamic team environments.
To create task for multiple employees, complete the following steps:
Go to Tasks > + New task.
Enter a title for the task.
Set a deadline for the task completion by selecting the start and due date from the calendar.
Provide a description and specific instructions for the task.
If the task requires reference materials, you can attach relevant files or include links to documents, articles, or resources.
5. In the Recipient type field, select the Group of employees option.
6. Set the Shared option to create one task for several employees so any of them can complete it.
You can still create individual tasks and select several employees who will each receive their separate tasks. To do this, select Personal > Group of employees and avoid manually creating one task for each employee.
7. Select names from the dropdown list of employees to whom you are assigning the task.
Shared tasks can be assigned to up to 10 people.
8. After filling in all the necessary details, click the Save button.
