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Set or complete a task

Learn how to set a task for yourself or how to complete or reopen the task

Updated over a week ago

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

  1. In your PeopleForce dashboard, go to the Tasks section.

  2. Find and click the + New task button to start a new task.

  3. Enter a clear and concise title for the task.

  4. Provide a detailed description of the task, including specific instructions.

  5. If the task requires reference materials, you can attach relevant files or include links to documents, articles, or resources.

  6. 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

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

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

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

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.

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