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How do I create and assign a task?
- On Employees Tasks (or an employee page / the Dashboard) click + Add New Task.
- Enter the Task Title and choose one or more employees under Assigned to (the list shows the employees of the selected location).
- Optionally set a Due Date (date and time), a Reminder, the Status (default Active), link a Proposal, and add a Description (up to 500 characters).
- Click Save Task.
A title and at least one employee are required ("Title is required.", "Please select at least one Employee."). The Add New Task button itself is only shown to roles with the Edit Accounting Transactions permission — and since that permission is gated behind the Accounting module, the Accounting module also needs to be enabled for the button to appear.
Where to find it:
/admin/employees/employees_tasks