How to Create and Assign Tasks (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 the 'Company Admin' and can be assigned to users through roles. 

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

How to Enable Tasks

1. Click 'Menu' from the upper right-hand corner of Recognize
2. Select 'Company Admin' from the drop-down menu
3. Select 'Settings' from the left-side navigation column
4. Locate the 'Tasks' section of the Settings page
5. Toggle the button next to 'Enable Tasks' to 'On'
   
   

How to Create a Task

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 'Create Task' from the upper left side of the 'Manage' page
   
   
   
   
6. Populate the following fields for each Task:
   
   
   • Name (the name of the task)
   • Value (optional; assigned task points for reporting purposes)
   • Categories (optional; tags the task to a specific category, such as 'Onboarding', etc.)
   • Roles (optional; can be assigned to a specific company role, such as 'HR' or 'IT', etc.)
     
     • Note: To assign a task, this field must be completed
       
       
7. Select 'Save'
   
   

How to Assign a Task

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 column
   
   
   
   
4. Click the 'Toggle column visibility' icon and
5. Select 'Company Roles' from the drop-down menu
6. Notice this will add a 'Company Roles' column to the user table
   
   
   
   
7. Under the 'Company Role' column, enter the role that corresponds to your created task. This will automatically add your task to that user's account