- Click the Tasks tab.
2. To add a new task, click the Task button located on the top right of the screen.
3. Enter the Description of your new task and the Code name associated it with it and then click Save.
4. Hover your cursor over your newly created task from the Tasks page and then click the Edit button.
5. Click on the Assigned To box and add the employee(s) you wish to assign to the task and click Done.
You can also un-assign tasks for an employee by going to their direct page (go to the People's page and click on an employees name to view their page) and under Assigned Tasks, hover over assigned tasks click Un-assign.