Tasks: Step-by-Step Instructions – Recognize

Creating Tasks through the Recognize platform is an effective way to engage with your employees and for employees to self-report tasks or activities that they accomplish. These action items can correspond to either self-reported achievements or requested, verifiable actions. For example, you may create an initial task for everyone in your organization to sign in to Recognize for the first time. Tasks can only be created by the 'Company Admin' and can be assigned to users through roles. See the below video for an overview of Tasks.

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

How to Enable Tasks

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'

How to Create a Task

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 'Create Task' from the upper left side of the 'Manage' page
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
Select 'Save'

How to Assign a Task

Click 'Menu' from the upper right-hand corner of Recognize
Select 'Company Admin' from the drop-down menu
Select 'Users' from the left-side navigation column
Click the 'Toggle column visibility' icon and
Select 'Company Roles' from the drop-down menu
Notice this will add a 'Company Roles' column to the user table
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

How to Complete a Task (Users)

Select 'Recognize' from the top left navigation menu
Select 'Tasks' from the horizontal menu on the 'Recognize' page
Enter a summary of the task you completed
Select the name of the task you completed
Enter how many times you completed this task
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

How to Approve a Task

Once tasks are created, they can be approved/denied via the Company Admin/Tasks portal.

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 menu
Once in the 'Tasks' menu, all of the users' tasks can be filtered by interval/time period.
Each task's 'Status' is featured on the far-right side:
- Approved (previously approved task)
- Denied (previously denied task)
- Resolve (required action)
To approve or deny a task, select 'Resolve'
Once 'Resolve' is clicked, a smaller screen will populate with the task details and a few options:
- Approve or Deny
- Add a message (an optional message can be added to accompany the action)
Click 'Submit' to complete the task approval/denial.

How to View Approved Tasks (Users)

Select your name/avatar from the upper right corner beside the menu button to open your profile
Select 'Tasks' from the menu below your profile header
Date: Here you will find the date that the user submitted the task
Task: Here you will find the title of the task that the user has submitted
Comment: Here you will find any comments the user left about the task
Points: Here you will find any points awarded (if applicable) once the task has been approved by an admin
Status: Here you will find the status of the task; Pending (awaiting approval), Approved (approved by an admin), or Denied (denied by an admin)