Understanding the Task Template Fields

In this article, we’ll walk you through each field in the Task Template—what it’s for, how to use it, and some tips to keep in mind.

Once you get familiar with these fields, you’ll be all set to create and assign tasks like a pro.

Field	Description
Name	Enter the name of the task to be completed. For example, Organize quarterly lunch socials, Set up accounts, or Lunch reimbursement.
Description	Provide the task details here.
File attachment required	Check this box if completing the task requires uploading a file, such as licenses, certifications, or other documentation.
+ Add subtask	Subtasks break down complex tasks into smaller, manageable steps, helping employees stay organized and track progress. You can add up to 10 subtasks. Press Enter after creating one to add another. Reorder subtasks by dragging the six dots on the left. Delete a subtask by clicking the X Remove button.
Applicable to	Decide if the task applies to All Employees or Specific Employees. If you choose Specific Employees, you can filter by department, office, employee status, or job title.
To Be Completed By:	Choose who will complete the task: the employee, the employee's manager, or a specific person. You can assign up to five employees to a task, creating "shared tasks." This works well when multiple people can access the system and complete the task.
Due Date	Set a due date for the task, if needed. For General tasks, due dates are optional. If you add one, Humi will send automatic reminders: Two days before the due date On the due date Two days after the due date

Task Types:

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Use this type for tasks that need to be completed before a new employee’s first day. The start date will determine the due dates. Examples include:

Use this type for tasks that must be completed before an employee's last working day. The due dates will align with their final day.

Examples include:

Collecting all company items (e.g., mouse, keyboard, chair, computer) and recording the return date in the Asset tracker
Removing employee access through IT
Collecting the employee's access card

Due dates are optional and set by the person creating the task.

Examples include:

Now that you know how to create the task template, the next step is assigning it to the employee(s).