How to use Tasks


Tasks are awesome especially if you love checklists! Tasks help create lists such as an onboarding plan where you can attach documents and third-party training checklists that will send both you and the employee reminders.

  1. Click Administration
  2. Click Training from the drop down menu.
  3. Click the Tasks option from the row of tabs.
    1. You can Search for a task by name using the search bar.
    2. Click Filter to sort the records easily.
    3. Click Export to download your records.
  4. First click the new group button on the left hand side of the page to add a new task group.
    1. Enter a group name then click save.
  5. Click the add task button within your group to add a new task.
    1. Click the Attach Document button to attach a document. 
    2. Click the Attach Course button to attach a training course.
    3. Enter a name for your task.
    4. Enter the deadline for your task as a number in days E.g. 30, 60, 90
  6. Click Save to add the task.
  7. Click the edit pencil to change a task.
  8. Click the move arrows to rearrange your tasks.
  9. Click the trash can to delete a task.

Now it is time to add your task to either a group or to a specific employee:


Navigate to Training – Groups and select the group name

Select tasks from the sub menu and ‘add task group’

Add the task group if you’re choosing and confirm


Navigate to Users – select the user name.

Select ‘tasks’ from the sub-menu.

‘Import from templates’ and select the task group and import

Depending on the tasks due dates, the employee(s) and the supervisors will receive a notification of all items due within the next 30 days

The employee can then locate the items on the software – Both web or mobile, and the system will update as items are completed.

When a third-party item has been completed, you can manually check it off once completed.

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