In the Task Library, you can add tasks that will be automatically created for all new employees.
For example, a task for the IT team to buy a laptop for each new employee.
Each time a new employee will be added in the system, the task "buy a new laptop" will automatically be created for them, and assigned to the chosen key contact.
If you want to add another task manually for a single employee, that is not going to be created for all employees but only one, you can add a "custom task".
For example, maybe a specific employee requested to also have a computer screen sent, and you want IT to sent to this one person a screen as well.
When you are on the page "Assigned Tasks", you can click on "create" in the top right corner, and add a task for a specific person; while the tasks you'll add in the library are generic and automatically applied to all employees.
On the "Assigned Tasks" page, the "Custom Tasks" switcher is a way to only see these custom tasks:
If you still have questions after reading this article, don't hesitate to contact us by submitting a ticket.
We're always happy to help ! :)