Sometimes, you just need to assign a one-time task to an employee without creating a new Task Template. If that’s the case, you’re in the right place!
This guide will walk you through creating one-time tasks directly from the Employee Profile.
Quick steps
Go to People > Select an employee > Employee Profile > More > Tasks > Create New Task > Enter task details > Save
- In People, scroll through the list or use the search bar to find the employee.
- Click on the employee’s name to open their Employee Profile.
- If the Tasks tab isn't displayed, click the More tab and select Tasks from the dropdown menu.
- Click the Create New Task button in the top-right corner.
- Enter the task details in the form provided.
- Click Save, and the task will be assigned to the employee.
That’s it! The task is now assigned to the employee without needing a Task Template.