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, Supervisors and Schedulers

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 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: Click ‘Staff’ module from the top-panel as shown in Image 1.

Image 1

Step 2: Click the arrow down Icon next to ‘Add Employee’ tab from the top right to add tasks as shown in Image 2.

Image 2

Step 3: Click ‘Manage Tasks’ as shown in Image 3.

Image 3

Step 4: Type the name of the task you wish to add in the box as shown in Image 4.

Image 4

Step 5: Click ‘Save Task’ as shown in Image 5.

Image 5

That’s it, the tasks will be added in 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 as shown in Image 6.

Image 6

Step 2: Click ‘OK’ tab as shown in Image 7.

Image 7

Delete a Task

Step 1: Click ‘Delete’ tab next to the name of the task under the ‘Current Tasks’ tab as shown in Image 8.

Image 8

Step 2: Click ‘OK’ tab as shown in Image 9.

Image 9

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