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Create a task with an owner and a deadline

You create a task under Tasks with a title, an owner and a deadline. The owner gets a notification, and you close the task with “Mark as done”.

  • Applies to: Employee
  • Applies to: Manager
  • Applies to: Administrator
  • Requires HSE or HR in the plan

In the portal: Tasks > “New task”

How to do it

  1. Go to Tasks and select “New task”.
  2. Write a “Title”. It must be filled in.
  3. Choose “Responsible”, “Deadline” and “Priority” (low, medium or high). You can also choose “Department” and “Project”.
  4. If the task is to repeat, choose “Repeat”: daily, weekly, monthly, quarterly or yearly. The task must then have a deadline.
  5. Select “Create task”.

What happens next?

The owner gets a notification with the deadline, and an email if that is turned on. The day before the deadline and the day after, they get a reminder. You can send an extra reminder with “Send reminder”. If the task repeats, the next one is created automatically with a new deadline when you select “Mark as done”.

Who can change tasks?

Administrators, and everyone with a job role other than Employee, can change all tasks. An employee can change their own tasks. Only administrators can delete.

Common problems

  • “A recurring task must have a deadline.” Add a deadline.
  • Tasks you did not create yourself. They can come from deviations, annual plans, safety inspections, absence requests or courses. The column “Comes from” shows the source.
  • You only see some tasks. The default view is “My tasks”. Switch to “All open” or “Completed”.