Step 6: Assigning Tasks and Evaluations

Tasks can be created and assigned from within the Create Task modal. Anyone can also create self-assigned tasks called "Create To-Do".

Assigned Tasks

To create a task and assign it to someone else:

1. From the Dashboard, select the Assigned Tasks tab, then click Assign Task.
2. Select the appropriate task type:
   • General Task: Enter a description and optionally attach a file.
   • Evaluation Task: Select an existing evaluation from the drop-down list.
3. To assign the task to a single user, select the Add User drop-down arrow in the Assigned To field.
4. Select the user to assign the task to.
5. To schedule when the task becomes available, select either Publish Now or choose a future date from the calendar.
6. Click Save to create the task, or click Save & Create Another to create additional tasks.

The task is created, assigned to the selected user, and displayed under the Assigned Tasks tab on the Dashboard.

My Tasks

To create a "to-do" task assigned to yourself:

1. From the Dashboard, select the My Tasks tab.
2. Click Create To-Do.
3. In the Create Task modal, select the appropriate task type:
   • General Task: Enter a description and optionally attach a file.
   • Evaluation Task: Select an existing evaluation from the drop-down list.
4. To schedule when the task becomes available, select either Publish Now or choose a future date from the calendar.
5. Click Save to create the task, or click Save & Create Another to create additional tasks.

The new task is now created, assigned to you, and listed under your dashboard’s My Tasks tab.