A manager assigns a task and the colleague finishes it
Who is involved
| Role | What they do |
|---|---|
| HR manager | Schedules the task, sets the due date and priority and chooses the owner. |
| Employee | Finds the task in My tasks, works it and completes it with a note. |
Step by step
- HR manager
Clicks New activity on My tasks, picks the type, writes the title, sets the date and priority and chooses a colleague under Owner.
What they see:The activity is saved and shows under the colleague's name on the record it hangs off.
- Employee
Opens Activities, My tasks.
What they see:Sees the new task in Today or Upcoming.
- Employee
Opens the task, ticks the checklist, adds the minutes spent and completes it with a note.
What they see:The task moves to Done and a completion time is recorded.
- HR manager
Opens the Activity log, or the record the task hangs off.
What they see:Sees the task listed as done.
Who is told what
The colleague is told in the bell (and on their phone) that the task was assigned to them, by whom and when it is due; it is in their My tasks, and a reminder follows in the bell and by e-mail if a reminder time was set.