How to complete a plain task and document request task?
This article explains how to complete a simple task with or without a document for download/upload.
Plain tasks are usually reminders for certain employees to do something outside the HR Cloud. It could be used to enter websites, arrange an appointment or other purposes.
Here are the steps and video instructions on how to complete task without an attachment:
- Enter Tasks Application or go to your profile.
- Enter the Task you want to complete.
- Do what is written in the description.
- Click the button Mark Complete after the items from step 3 are taken care of.
- Click the Complete Task.
Here are the steps and video instructions on how to complete a task with an attachment:
- Enter Tasks Application
- Enter the Task you want to complete.
- You can preview the document inside but you must download it to your device in order to be able to mark the task as completed.
- Once you reviewed the attachment and followed the steps from the instructions, you can click on Mark Complete button.
- Click Complete Task button.
Here are the steps and video instructions on how to complete task with document upload:
- Enter Tasks Application
- Enter the Task you want to complete.
- Choose the file you want to upload from your device
- Click button Mark Complete
- Click button Complete Task.
If you have multiple plain tasks and you want to bulk complete them, that is possible as well:
1. Select the tasks in question; you can use filtering options such as Task Title
2. Click on Actions - Bulk Complete tasks and follow the instructions.
3. Action is immediate and tasks are marked as completed.