Task Management - Customer Admin

In the Task module, the Admin can assign tasks for the day and keep a track of the task of their employees.

1. How to add a new task and assign the task to the employees in Admin?

Ans: Admin can create and assign tasks to the employee in the below steps.

Step 1:

Navigate to Customer Admin --> Productivity --> Task Management --> Task Setup --> Create Task Types

In Task Setup, the Admin creates a Task.

Step 2:

After creating a task, the admin can assign the task to the specific employees in the below path.

Customer Admin --> Productivity --> Task Management --> Assigned Task --> Assign New Task

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2. Do the need to assign tasks to the employees one by one?

Ans: No, the Admin can use the bulk upload option to assign multiple tasks to their employees. Please follow the below navigation.

Admin --> Productivity --> Task Management --> Assigned Tasks --> Bulk Upload Task --> Bulk Upload -->

Download& Fill the Template --> Update the name --> Bulk Upload

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3. How the employees can perform tasks in their mobile application?

Ans: In the Mobile application, the employee can perform tasks assigned to him/her in

Login --> Tasks(Bottom of screen) --> Assigned Tasks

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4. Does the employee can create a task on their own?

Ans: Yes, the employee can create a task on their own in a mobile application in the below path

Login --> Tasks(Bottom of screen) --> Assigned Tasks --> Add Task(Bottom of screen)

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