Tasks are one-time achievement or directive based Recognitions. The 'Tasks' feature allows you to create Badges/Recognitions associated with very specific, verifiable actions.
Creating Tasks through the Recognize platform is an effective way to engage with your employees and for employees to self-report tasks or verifiable activities and earn points for what they accomplish. For example, you may create an initial task for everyone in your organization to sign in to Recognize for the first time. You can communicate available Tasks via our Announcements feature or, you can broadcast this availability to specific employee groups (Roles).
Completed Tasks do not appear in the Stream Page as social Recognition Badges do, and there are no Badges associated with Tasks, since these are more directive-based. Points are received by the submitter only when the Task submission has been resolved/approved.
It's important to note that Tasks can only be created by the 'Company Admin' and can be either created for everyone, or assigned to specific groups of users through use of 'Roles'. If you are using Roles in conjunction with Tasks, your Roles will need to be created prior to creating and assigning your Tasks.
For more information on Roles and Role management, please see our article How to Create Roles in Recognize.
See the below video for an overview of Tasks. Further down, you will also find step-by-step instructions.
Here are the steps for creating, assigning, submitting, and resolving Tasks with Recognize:
How to Enable Tasks as a Company Admin
- Click 'Menu' from the upper right-hand corner of Recognize
- Select 'Company Admin' from the drop-down menu
- Select 'Settings' from the left-side navigation column
- Locate the 'Tasks' section of the Settings page
- Toggle the button next to 'Enable Tasks' to 'On'
- Click on the 'Stream' button in the top left nav bar, which will refresh the page, and Tasks should now be in the nav bar as its own icon
How to Create a Task as a Company Admin
- Click 'Menu' from the upper right-hand corner of Recognize
- Select 'Company Admin' from the drop-down menu
- Select 'Tasks' from the left-side navigation column
- Select 'Manage' in the upper right corner of the Tasks page
- Select the 'Create Task' button in the upper left side of the 'Manage' page
- 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 (optional; this indicates who should see this Task - you can also leave blank if you want everyone to be able to complete it; Tasks can be assigned to a specific Role, such as 'HR' or 'IT', etc. - just make sure you've completed the preliminary step of creating Roles)
- Select 'Save'
How to Communicate an Available Task as a Company Admin
There are currently two options for communicating available Tasks from Recognize to users.
- You can use our Announcements feature to communicate Tasks to all users, if the Task is applicable to everyone.
- You can broadcast to specific audiences using our Invite (formerly Broadcast) feature.
How to Complete/Submit a Task as a General User
- Select 'Tasks' from the top left navigation menu
- Enter a summary of the Task you completed
- Select the name of the Task you completed
- Enter how many times the Task was completed
- Add any additional comments you have regarding this Task
- If you wish to submit additional tasks, select '+Add task' and enter the corresponding information
- Click the 'Submit' button to send your Task(s) for approval
How to View Submitted Tasks as a User
- Select your name/avatar from the upper right-hand corner beside the menu button to open your profile
- Select 'Tasks' from the menu below your profile header to view all of your Task submissions
- View the Status of each submitted Task on the right side of the table
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).
- Click 'Menu' from the upper right-hand corner of the screen
- Select 'Company Admin' from the drop-down menu
- Select 'Tasks' from the left side navigation menu
- Filter Tasks by interval/time period as needed
- 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)
- To approve or deny a task, select 'Resolve'
- Once 'Resolve' is clicked, a smaller screen will pop-up with options to Approve or Deny
- There will also be a field for adding an optional message to the submitter
- Click 'Submit' to resolve the Task when finished
How to Resolve a Task as a Manager
- Click 'Menu' from the upper right-hand corner of the screen
- Select 'Manager Portal' from the drop-down menu
- Select 'Tasks' from the left side navigation menu
- Filter Tasks by interval/time period as needed
- 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)
- To approve or deny a task, select 'Resolve'
- Once 'Resolve' is clicked, a smaller screen will pop-up with options to Approve or Deny
- There will also be a field for adding an optional message to the submitter
- Click 'Submit' to resolve the Task when finished