Now that you've created your Task Template, the next step is assigning it to the required employee(s).
Before you begin
If you missed this step, click here to learn how to create a Task Template.
You can assign a one-off general task to a specific employee directly from their employee profile. Learn more here.
How to Assign a Task from a Task Template
Quick Steps
People > Tasks > Task Templates > Select the Task Template you want to assign > Task Template page > Click the Create Task Template button > Select employees for the task > Click the Select button
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In People, click the Tasks tab and select Task Templates from the dropdown menu.
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Scroll through the list or use the search bar to locate the task template you want to assign and click on it to open its details page.
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On the top-right corner, click Apply Task Template.
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Select the employees you want to assign the task to by clicking their names. To select all employees on the current page, click Select Page. If there are more than 25 employees, use the arrows to navigate to the next page.
You can also use Filters to narrow down the list or type employee names into the search box.
- Once you've selected all required employees, their names will move to the right, under the "Selected" side.
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Click the Select button to assign the task.
- Scroll down to the Task Log section to view the employees who have been assigned the task.
Task notification email
When you assign a task to an employee, they'll immediately receive an email that looks like this:
The email will include the task details, and by clicking the View Task button, employees will be automatically directed to the task in the Humi app.