Tasks or duties can be created and assigned in CSM. Tasks can be assigned to a specific Employee, multiple Employees or to specific Roles. The Tasks tab shows what Tasks have been assigned and what tasks are available. Employees can view their assigned tasks in the Employee Center. See section Employee | Employee Center for more information.



Task Maintenance – Select the Task Maintenance button to add new tasks to the system.

Change Tasks for “employee” – Select the Change Tasks for button to assign Tasks to a specific employee.

<< Add Task – Select the << Add Task button to move available Tasks to the Assigned Tasks list.

Remove Tasks >> - Select the Remove Task >> button to remove a task for the Assigned Tasks list.



Changing Tasks (Assigning Tasks)

Locate the proper employee record.

• Select the Tasks tab.
  
• Select the Change Tasks for “employee” button.
  
• Select the << Add Task button to add to the Assigned Tasks list.
  
• Select the Remove Tasks >> button to remove a task for the Assigned Tasks list.
  
• Select Save Tasks.
  

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Related Articles

Employee Introduction

Employee Instructions

Employee | Customize Menu

Employee | Shift

Employee Hours Maintenance

Employee Center

Role Maintenance

Available Permissions

Task Maintenance