Assigning a Task

When a user and/or employee logs into ServiceCEO, all tasks assigned to them, or to teams of which they are a member, will appear on their Task list (i.e., the Tasks tab on the Office Duties page). Users/ Employees will only be able to see those tasks that are assigned to them.

To assign a task to an employee, group, or team:

In the Task dialog box, click the Assignments tab.

Note!

Note:
The Assignments tab will appear differently depending on what you select on the Task tab; for example, the Pay Type, Rate/ Amount, and Misc Amount fields will only appear if you have selected the Include this task option button.

Select the Owner check box for every employee Default term for people employed to perform work for clients., user group, user, and/or team The default term for a group of employees that work together. Teams as assigned to jobs, so all employees assigned to team will be work on that job. you want to own the task. By default, the user who creates the task will be the owner. Only one of the task owners can delete tasks or edit task assignments.
Select the Assign check box for every employee Default term for people employed to perform work for clients., user group, user, and/or team The default term for a group of employees that work together. Teams as assigned to jobs, so all employees assigned to team will be work on that job. you want to assign to the task. You can also click the appropriate Create For All check box to select the Assign check box for all teams The default term for a group of employees that work together. Teams as assigned to jobs, so all employees assigned to team will be work on that job., employees Default term for people employed to perform work for clients., or users.
If necessary, click the Create a separate task for each assignee check box to create a new task for every employee Default term for people employed to perform work for clients., user group, user, and/or team The default term for a group of employees that work together. Teams as assigned to jobs, so all employees assigned to team will be work on that job. whose Assign check box is selected. For example, if you selected this check box in the screenshot above, three tasks would be created.

Caution!

Caution:
Selecting the Create a separate task for each assignee check box will create one task for every item that is selected in the Assign column. If a team or user group's Assign check box is selected, only one task will be created for the entire team or user group, not one for every employee in the team or every user in the user group.

If necessary, select how the employee and/or team will be paid from the Pay Type drop-down list.
If necessary, define the pay rate for the employee and/or team in the Rate Amount field.
If necessary, enter any extra amount the employee and/or team will be paid in the appropriate Misc Amount field.

Note!

Note:
You can only edit the payroll fields for employees and teams.

Repeat steps 3-8 for every employee/group/team you want to pay.
Click OK.

See Also:
Tasks Overview
Creating a Task