Step 1: Create a Task Template

Have more questions? Submit a request

Before assigning a task to employees, you'll need to create a Task Template. In Humi, assigning a task involves assigning a task template to employees.

Task templates save time by allowing you to bulk-assign and reuse tasks as needed. 

Assigning a One-Time Task

You can assign a one-time task specific to an employee directly from their employee profile. Learn more here.

 

How to Create a Task Template

Quick steps

People > Tasks > Tasks Templates > Create Task Template > Enter the task details > Create Template

 

    1. In the People menu, click on Tasks and select Task Templates from the dropdown.
    2. Click the Create Task Template button in the top right corner.
    3. Fill out each section with the required task details.
    4. Once finished, click Create Template to save it.

Managers Can Assign Existing Task Templates

While only admins can create task templates, managers can assign them to their direct reports. To streamline the process, admins should collaborate with managers to set up all the necessary task templates.

 

The Task Templates Page

All task templates you create will appear on the Task Templates page (People > Tasks > Task Templates).

New templates are automatically added to this page and appear at the top of the list.

 

Screenshot 2025-01-14 at 10.46.35 AM.png

Now that you know how to create a task template click here to move on to Step 2: Assign tasks to employees.

Did this article answer your question?
0 out of 2 found this helpful

Comments

0 comments

Please sign in to leave a comment.