3.1 Assigning & Managing Tasks

Overview

The Task module allows managers to assign work, track progress, and ensure accountability across projects. This video explains how to create tasks, assign them to one or multiple workers, link resolution forms, and manage task updates through completion.

What You’ll Learn:

→ How to access the Task module
→ How to create and assign new tasks
→ How to assign tasks to multiple workers or individually
→ How to set priority levels, due dates, and link projects
→ How to require resolution forms before completion
→ How to edit active tasks and create subtasks
→ How to accept and complete assigned tasks

Timestamps:
0:05 – Access the Task module
0:16 – Create and assign a new task
0:33 – Assign to multiple workers or individually
0:48 – Set priority, due date, and link resolution forms
1:09 – Edit active tasks and add subtasks
1:20 – Task notifications and alerts
1:35 – Save, accept, and complete tasks

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