All tasks assigned to you, your team (if you are a manager), and company-wide tasks are organized in the Tasks tab. This section neatly categorizes tasks by status: To Do, Created, and Completed, making it easy to track progress and manage your workload effectively.
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. Remember, a task can only be assigned to one person.
7. Set a deadline for task completion by selecting the due date from the calendar.
8. After filling in all the necessary details, click the Save button to finalize the task creation.
Get a notification
Get a notification
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.
Complete a task
Complete a task
To mark a task as completed, simply click the ✔️ Complete task button. Once completed, the task's assigner will receive a notification to their 📩 email. If you create the task yourself, you will not receive any notifications.
Reopen the task
Reopen the task
Additionally, in the Completed tab, you have the option to reopen a task by clicking the 🔄 Reopen task button. This action will be saved in the task's history.
Track the tasks
Track the 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.
