How to Use Tasks

1. Create a Task

In the Work app, click Task at the top to open the task editing page. Required fields include (Task Title, Assignee, Due Date), while optional fields include (Notes, Reminders, Cc). After filling in the details, click Post to publish the task.

2. Convert to Task

In Work, if you need to convert non-task work items (such as Posts, Reports, or sales records) into tasks for follow-up, click Convert to Task in the More menu to quickly create a task for that work item.

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[PC/Web] Convert to Task

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[Mobile] Convert to Task

3. Execute a Task

After completing the task, the assignee must click Complete and provide a description.

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[PC/Web] Execute a Task

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[Mobile] Execute a Task

4. Review a Task

The task creator can Review the assignee’s results or Reject the task. If rejected, the task returns to the assignee, who must click Complete again after re-execution.

• Reviewers can trigger a review by clicking the assignee’s “Completion Status” or the More menu in the bottom-right corner.
• The system provides preset ratings:
  5: Exceeds Expectations
  4: Above Average
  3: Meets Requirements
  2: Below Expectations
  1: Unsatisfactory

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[PC/Web] Review a Task

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[Mobile] Review a Task

5. Cancel, Reject, or Delete a Task

• Cancel Task: The creator can cancel a task at any time.
• Reject Task: The assignee can reject an incomplete task, changing its status to Rejected.
• Reopen Task: After completion, the assignee can click Reopen to return the task to Pending status.
• Delete Task: System admins in Feeds can delete task data using the Content Deletion Tool.

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Admin Console - Feeds Management - Content Deletion Tool

6. Export Tasks

Task administrators can export employee-created tasks in Admin Console > Feeds Management > Tasks & Commands.