Before assigning a task to your employees, you'll need to create a Task Template. In Humi, assigning a task actually means assigning a task template to your employees.
Task templates can save a lot of time because you can bulk-assign tasks and reuse templates as often as needed, making it easier to get more done.
Assign a One-Time Task
If you need to assign a one-time task to a specific employee (without using a Task Template), you can do it 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
- In the People menu, click on Tasks and select Task Templates from the dropdown.
- Click the Create Task Template button in the top right corner.
- Fill out each section with the required task details.
- Once finished, click Create Template to save it.
Managers can assign existing task templates
Only admins can create task templates, however managers can assign them to their direct reports. To make things flow easier, we suggest admins work closely with managers to set up all the task templates they might need.
The Task Templates Page
All task templates you create will appear on the Task Templates page (People > Tasks > Task Templates).
When you create a new template, it will automatically be added to this page and show up at the top of the list.
Now that you know how to create a task template, click here to move on to Step 2: Assign tasks to employees.
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