Tasks
Manage to-dos and action items for your team.
Task List
Navigate to Tasks to see all tasks. Filter by:
- Status (Open, Completed)
- Category
- Assignee
- Due date
Creating Tasks
- Click New Task
- Fill in the details:
- Title
- Description
- Due date (optional)
- Category (optional)
- Assignees (optional)
- Click Create
Task Categories
Organize tasks with categories. Manage categories in Settings → Tasks.
Assigning Tasks
Tasks can be assigned to one or more team members:
- Open the task
- Click Add Assignee
- Select team members
Assignees receive notifications about their tasks.
Task Attachments
Attach files to tasks:
- Open the task
- Click Add Attachment
- Upload files
Task Comments
Add comments to discuss progress:
- Open the task
- Scroll to the comments section
- Type your comment and click Send
Linked Tasks
Tasks can be linked to grievances and disciplinary cases. When viewing a grievance or case, go to the Tasks tab to see and create related tasks.
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