Step 1: Login to the platform with the given credentials.
Step 2: Click on the “Tasks” module to open a submenu. Within the submodule, click on “Catch-up”.
Step 3: On the Catch-up page, there are two ways to create a task. One method is by clicking the “Plus” icon, which opens the task drawer for detailed task creation. The other is quick creation, where you simply enter the description, select the task owner and target date, and then click the save icon.
Step 4: When you click the plus icon, the task creation drawer opens. First, enter the task description, then select the task type. Next, choose a flag to indicate the priority of the task, with three color options: Red for High, Blue for Normal, and Green for Low.
Step 5: Choose the Task Owner from the dropdown. If you are a manager, it will show a list of your direct reports and yourself; if you are an admin, it will display the names of all employees. Select the start time for when the task will begin, and specify the duration to indicate how long the task will take.
Step 6: Select the Metric Type based on the requirements, then choose the frequency of the task: Weekly, Monthly, or Once.
Step 7: Choose how task progress is calculated—either by the Average of Progress or by the Latest Progress.
Step 8: Set the Start and End Dates for the task creation period. Choose the specific weekdays for the task, and select the week number (e.g., 1st week, 2nd week, 3rd week) in which the task should be created.
Step 9: For a monthly recurrence, select the specific date in the number box.
Step 10: Select the Reviewer — assigning a reviewer allows them to view and monitor your task. Next, select a Customer from the dropdown; the selected customer will be displayed on the task card.
Module | Features: Choose the module, which will then determine the available features to select. Add any notes if needed, and finally, click the Save button.
