A new task can be created on the Tasks module by clicking on "Create".
Next, start by filling out the information required:
Title – type the title of the task.
Division – select which division(s) should have access to this task. You can also select a specific user to have access to this task if he/she do not have access to the selected division by clicking on the user icon.
Assignor – select a responsible manager of the task. The Assignor is notified if a deadline is exceeded.
Assignee – select the user who is responsible for carrying out the task. The Assignee will be notified in advance about future deadlines.
Enable Review process – If you enable a review process, by ticking this box, the task can be sent back and forth between the assignor and assignee until the assignor approves it or if a reviewer is added, he/she approves it.
Notification – The number of days in advance the assignee should be notified about an upcoming Task.
Description – Describe the task.
Additionally, you can add multiple elements to the task, such as:
Checklist – add a list of elements required for task to be done, or a step by step guide of how the task should be handled.
Questionnaire – Attach any relevant questionnaires to the task by either selecting from existing questionnaires or by creating a new questionnaire. Adding a questionnaire will give you detailed data of the responses and allows creating issues (non-conformities) and corrective actions to support a more compliance-driven process.
Frequency - You can add a frequency which will generate multiple deadlines similar to a reoccurring calendar-invitation.
Deadline(s) – You can add one or multiple individual deadlines.
You can preview your task by clicking "Preview" before creating it. To create the task, simply click "Create".
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