What are Tasks?
When completing insights, you will see there is an option to assign it to a user. In the admin you can specify if actions have to be assigned to an employee with an Oplift account or if the reviewer can enter a name that is not on the system.
How do I set a task?
- Tap on an insight tile
- if you are on a mobile device select 'Assign to' at the bottom of the screen. On iPad you can assign a task on the right hand side of the screen.
- Enter an employee name if the free text option has been set or select an employee from the dropdown list
- Enter an optional note
- Select a due date if required
- When you are ready tap the 'tick' icon
- You can create further tasks for other users but selecting 'Add Another'
- You can see the task that have been assigned for any insights for a report by selecting 'Actions' in the bottom navigation bar, as well as if they have been completed or not ✅❌
- If you use Engage, the user will see the tasks assigned to them there!
