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How to create tasks for your company

How to set up new tasks and manage their pay/charge rates.

Updated over 10 months ago

Step 1: Go to the Tasks section on the Admin Page

  • Admin level users can navigate to the Admin Settings area if they need to add a task to their account.

  • When you open the Admin page it should automatically open tasks because it is the first admin area.

Step 2: Add a new task

  • Go onto the section in which you would like to add a new task and then click add new.

  • Fill out the details that are needed then select add.

  • Users can double click any field to amend the details related to the task.

Step 3: Set your tasks' assignment rules

  • Right click a task and select Qualification Restrictions or Label Restrictions to define the kind of staff suitable for the role.

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