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.
Set a deadline for task completion by selecting the 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.
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.
