How do I get started with tasks?

Last reviewed 11 October 2026 · Part of Task management

Accessing the Module

Open Tasks under Transactions in the left sidebar. This opens the Task Management page, which lists your tasks.

Creating Your First Task

1. Click the + Add Task button (top-right of the page)
2. Enter a Subject (required)
3. Set a Due Date
4. Under Assign To, select Employee(s) and pick one or more people
5. Click Save

The task is created and assignees will receive an email notification (if enabled).