This tool can only be used if it has been added to the scope of services. Please inform your contact person if you are interested.
First select the "Tasks" tile in your main menu. In the task overview you can see all your own open and already completed tasks. In the "Assigned" section you will find all tasks that you have assigned to other people or groups.
To create a new task, click on "+ Task" in the bottom right corner. In the first step you can enter a title and a description of your task. You can also attach files to your task and assign a due date and time.
To assign a task to an employee or even to a whole group, select either "Assign people" or "Assign groups". This is only possible for group administrators and is displayed as an option. After that you will see a list. Select the specific persons or groups and click on "Done".
Then select the "Create" button in the upper right corner. Now you have successfully created your task.
If you would like to add or edit information afterwards, click on the specific task and select "Edit". When you have finished your changes, press the "Save" button.
When you have successfully completed your task, you can check it off in the task overview with one click. Click on the white circle in front of the task. A green checkmark will appear and your task will automatically move from “Open” to “Completed”.
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