How to Relate Tasks to Trainers and Admin (People)

Overview

This tutorial will show you how to create and assign tasks to users related to your administration team and trainers. This makes it easier for users to know who the task is related to.

Step Tutorial

1. From the Dashboard, go to People, select the user from the drop-down menu, go to Tasks, then click the Add Task button.

2. Fill in the necessary information:

1. Template – This is optional. You can select a pre-made task template from the drop-down menu, which will automatically populate the other fields below.
2. Title – Enter a title for the task.
3. Description – Type a short description for the task.
4. Checklist – Associate a checklist if applicable.
5. Due Date – Set a due date if the task needs to be completed by a specific date.
6. Assign Users – Assign a user or an employee to the task.
7. Assign Organisational Units – Assign organisational units if applicable; otherwise, you may leave this blank.
8. All Individuals Must Complete – Identify whether all selected individuals need to complete the task.
   

Once done, click the Add button.

3. A prompt about the successful creation of the task will appear. Click OK to close it.

That's it! You've successfully related tasks to trainers and admin (People).

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Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.

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