Once you've created your task templates and assigned them to employees, they'll appear on the All Tasks page.
To access this page, go to the People module, click the Tasks tab, and select All Tasks from the dropdown menu. Alternatively, from your dashboard, click My Tasks > All Tasks.
On the All Tasks page, you'll get a quick snapshot of all assigned tasks, sorted by their due date. By default, all Incomplete or Overdue tasks will be displayed at the top, followed by Completed tasks.
What's the Difference Between the "To Be Completed By" and "Created For" columns?
To be Completed By indicates the person or people assigned to complete a task. You can assign up to five people to a task, allowing for shared tasks where applicable.
For example, if anyone in the IT department can create a key card, you can assign this task to five team members. This way, the task can be shared, helping to complete it more quickly.
Created For shows the employee for whom the task is intended.
- Created For = the subject of the task
- To be Completed By = the assignee(s) responsible for completing the task
Task Visibility
The person the task is Created For won't be able to see it—only the person or people it’s to be Completed By will see it in Humi.
How to Sort and Filter the All Tasks Page
To sort the All Tasks page, click the Created For column name. An arrow will show whether the list is in ascending or descending order.
To filter tasks, click on the funnel icon and choose your filter by Due Date or Task Status.
Looking for a Specific Task?
You can use the search bar to quickly find it. You can search by Task Name, the Created For employee, or the To Be Completed By employee.
Adjust a Task
You can easily Remind, View Template, Edit, or Delete a task on this page. Just click the three dots on the right side of the task and choose the option you need from the dropdown menu.
Editing or Deleting Tasks in the All Tasks Page
If you choose Edit or Delete from the All Tasks page, the changes will only apply to that specific task for the assigned employee, not the entire Task Template.
Want to learn more about editing or deleting a task or task template? Check out our guides!
Task Template Details and the Task Log
When you click the three dots and select View Template, you'll be taken to the Task Template page.
The Task Log shows all instances of the task, so you can quickly see all assignees and their task status.
If you click the three dots in the top right corner, you'll see options to Remind all incomplete, Edit, or Delete.
To send a reminder to all assignees, click Remind all incomplete. You can also edit or delete the Task Template here.