Define task details, set due dates, assign team members, configure recurring schedules and escalate issues to drive accountability and progress.
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Click New Task on the upper-right corner of the page.
New Task button -
Use the following options on the Add A New Task window to create your task:
Task Name
Type a concise description to identify the task. This is a required field.Description
Type specific actions and goals for the task. If possible, indicate specific individuals, tools or resources required to complete the task successfully. This is a required field.Add to Action Plan
If the task is specific to an action plan’s goal or completion, use this drop-down list to select the action plan to associate the task with it.Due Date
Click this field to display the date selection calendar, and then select a date you or your team should complete the task by. This is a required field.Assign Users
This area is available if you associate the task with an action plan. Use the Assignee(s) drop-down list to select one or more individuals to assign the task to, or select All team members to assign the task to all members.
Add A New Task window -
(Optional) If you want to convert the task into an escalated issue so that specific individuals in your organization can view and address it, select Escalated Issue, and then use the Category drop-down list to assign an appropriate category. Escalating an issue removes it from you and your team’s tasks.
Note: To escalate an issue, the task must have an associated action plan with a report and team.
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(Optional) If you want the task to happen regularly, select Recurring Task, and then use the following options to configure the details:
Frequency
Use this drop-down list to select the time measurement to use for how often you want the task to occur (e.g., daily, weekly, monthly or yearly).Every
Type a number for how often you want the task to occur, based on your frequency selection. For example, if you selected a Weekly frequency and want the task to occur every other week (i.e., every two weeks), type 2.Note: If you selected a Yearly frequency, use the drop-down list to select the month during which you want the task to occur.
On
Select the day you want the task to occur on. For tasks with a Weekly frequency, you can select multiple days of the week (e.g., Monday and Friday of every week).Note: This option is not available for tasks with a Daily frequency.
At
Use this drop-down list to select the time of day you want the task to occur at.End Date
Click this field to display the date selection calendar, and then select a date you want the task to stop recurring by. This is a required field for recurring tasks.
Recurring task options -
Click Save to save your task.
Note: You can view your created tasks on the Tasks tab of the Action product.