How to Create, Assign, and Resolve Tasks as a Company Admin

Creating tasks through the Recognize platform can be an effective way for employees to self-report tasks or activities they accomplish. Tasks can only be created by a 'Company Admin' and can be assigned by use of Roles/Dynamic Roles by a Company Admin either manually or through a user data import. From there, Tasks can then be resolved by either a Company Admin or Manager. For more information on enabling Tasks and a more comprehensive look at the feature, see our article Tasks: Step-by-Step Instructions.

Here are the steps for creating and assigning tasks through Recognize:

How to Create a Task as a Company Admin

1. Click 'Menu' from the upper right-hand corner of Recognize
2. Select 'Company Admin' from the drop-down menu
   
   
   
   
3. Select 'Tasks' from the left-side navigation column
4. Select 'Manage' in the upper right corner of the Tasks page
   
   
   
   
5. Select the 'Create Task' button in the upper left side of the 'Manage' page
   
   
   
   
6. Populate the following fields for each Task:
   
   
   • Name (give the Task a distinctive name so that employees will know what it's for)
   • Points (optional; assign points for completing the Task)
   • Categories (optional; tags the task to a specific category, such as 'Onboarding', etc. and is useful for reporting on larger initiatives)
   • Roles (required; this indicates who should get this Task; can be assigned to a specific company role, such as 'HR' or 'IT', etc. - just make sure Roles have also been added to users)
     
     
7. Select 'Save'
   
   

How to Assign a Task Using 'Roles' as a Company Admin

1. Click 'Menu' from the upper right-hand corner of Recognize
2. Select 'Company Admin' from the drop-down menu
   
   
   
   
3. Select 'Users' from the left-side navigation pane
4. Select 'Manage' in the top right menu
   
   
   
   
5. Click the 'Toggle column visibility' icon above the user table
6. Select 'Company Roles' from the drop-down menu - this will add a 'Company Roles' column to the user table
   
   
   
   
7. Under the 'Company Roles' column, enter the Role that corresponds to your created task. This will automatically add your task to that user's account. If your company uses our Dynamic Role Feature via your user import, you will also find those Roles notated for each user here. For more information on Dynamic Roles, see our article.
   
   

How to Resolve a Task as a Company Admin

Once Tasks are created and assigned, users can complete them and they can be approved/denied via the Company Admin/Tasks portal (or through the Manager Portal).

1. Click 'Menu' from the upper right-hand corner of the screen
2. Select 'Company Admin' from the drop-down menu
   
   
   
   
3. Select 'Tasks' from the left side navigation menu
4. Filter Tasks by interval/time period as needed
5. View the 'Status' of each Task on the right side of the Task table:
   
   
   • Approved (previously approved task)
   • Denied (previously denied task)
   • Resolve (action required - approve or deny)
     
     
6. To approve or deny a task, select 'Resolve'
   
   
   
   
7. Once 'Resolve' is clicked, a smaller screen will pop-up with options to Approve or Deny
8. There will also be a field for adding an optional message to the submitter
9. Click 'Submit' to resolve the Task when finished