Tasks are one-time achievement or directive based Recognitions. The 'Tasks' feature allows you to create Badges/Recognitions associated with very specific, verifiable actions. For example, you may create an initial task for everyone in your organization to sign in to Recognize for the first time, as a great way to start off the engagement. You can then go back and verify who has indeed signed in and accomplished this task and then award them (resolve the tasks) with the associated Recognition. An example of a more advanced type of task may be “Achieve your quarterly sales quota.”
Tasks require admin approval prior to release to the user and need to be manually verified and resolved (since our app won’t know if Joe met his quarterly sales quota, for example). Tasks can also be denied by an admin if the achievement is not met.
How To Access the Tasks Feature
- Click 'Menu' from the upper right corner of Recognize
- Select 'Company Admin' from the drop-down menu
- Select 'Tasks' from the left side navigation column
How To Add a Task
- From the dashboard in the upper right corner of the 'Tasks' page, select 'Manage'
- Select the blue 'Create Task' button that will appear in the top left portion of your 'Create Task' screen
- Name - Fill out the name of the Task
- Points - Enter the number of points that will be awarded for completing this Task
- Categories - Select a Category or enter a new Category to group your Tasks. This is for reporting purposes so you can organize and sort the task
- Roles - Select the Roles of the users who can complete this Task. Recognize custom roles are created in the Roles section in the Company Admin. To find out how to add Roles, click here
- Click 'Save' to save the Task
How To Approve/Deny a Task
- From the Tasks dashboard, scroll to or search for the task you'd like to approve
- Click on the 'Resolve' button in the 'Status' column to approve the task
