Add, Edit or Delete Task(s)

Objective

The objective of this tutorial is to help you understand how to add, edit, or delete task(s).

Overview

Access from your: Computer
Applies to: Managers/Admin and Supervisors

You can assign sub-duties to your staff on a single shift. Tasks can also be used where you want to pay per shift/day worked against hourly wages.

You can assign one or more than one task to an individual from the shift edit window.

Things to know before you begin:

1. You must have a manager/admin and supervisors access privileges to add, edit, or delete task(s) in Humanity.
2. You must have a manager/admin, supervisor, and scheduler access privileges to assign tasks to a shift.
3. Task feature should be enabled from the settings module to assign tasks to a shift.

The scenario outlined in this tutorial consists of the following building blocks:

1. Add a Task
2. Edit a Task
3. Delete a Task

Add a Task

Step 1: Go to Staff module from the top-panel and click the Drop-down icon next to Add Employee tab from the top right > Click on Manage Tasks to add tasks, as shown in Image 1.

Image 1

Step 2: Type the name of the task you wish to add in the box > Click Save Tsk tab, as shown in Image 2.

Image 2

The tasks will be added to Humanity and you will be able to assign them to your staff.

Edit a Task

Step 1: Click on the existing task under the Current Tasks to edit > Click OK tab, as shown in Image 3.

Image 3

Delete a Task

Step 1: Click Delete option next to the name of the task under the Current Tasks section > Confirm with OK, as shown in Image 4.

Image 4

If you have any further queries, please don't hesitate to reach out to us at support@humanity.com.