Locating Tasks
To access the Tasks feature on your PeopleHR mobile app, tap the three horizontal lines menu on your home screen and select Tasks:
The tabs at the top of the screen will display tasks that are:
New - any new tasks that have come into your task inbox.
Upcoming - any open tasks that have a future completion date.
Overdue - these are your tasks that have passed their completion date.
All - tasks that need actioning and also your completed tasks.
Creating a new task
Click the plus icon (+) to create a new task:
You can then assign a task to anyone within your system. You will need to enter a title for the task, and if you require a completion date, who it is in relation to and a description.
Using the filters icon (next to the + icon)
You can search for a specific task by:
Selecting a date range
Filtering by due date
Or search for a specific word in the task title by using the search bar.
Bulk Completion of Tasks
You are able to bulk delete and bulk complete tasks by selecting the 3 dots icon:
Once Delete tasks in bulk is selected you can use the Select all swipe feature
or select the circles individually and then select Delete, the same principle applies for completing tasks.
To edit or delete individual tasks you can do this by sliding the task to the left: