How to create custom task lists

Learn how to start from scratch and create your own custom task lists that suit your individual needs.

In this lesson, you'll learn about:

1. How to create a custom task list template

2. How to add an action to your task list

3. How to add a scheduled email to your task list

Note: Only a Primary Admin role can access your company page and create custom task lists. If you have a Manager or User role please get in touch with your Primary Admin.

How to create a custom task list template

1. From any page, use the navigation pane at the left of the screen and select the Companies button to display your list of companies and then select the company you wish to view by clicking on the Name.

2. After opening the Company Profile, choose the Task List Templates tab and click the Add+ button to create a new Task List.

3. Select a Name for the task list and select the Type of template you would like to create using the dropdown.

4. Don't wont to start from scratch? Previous task lists from our HR Today templates or from your existing lists can be copied and adjusted using the Copy Task List dropdown.

5. To add a new task to your template, click the Add+ button.

Action vs. Email

When creating tasks you can choose a between two different types of tasks; Email or Action.

• Email; will be sent to intended recipients on set days

• Action; will trigger a notification to be sent to specific recipients who will need to log into HR Today to confirm they have completed the task

Category

Every task (Email or Action) falls within a category to help organise your task list. The categories are structured around the Effective Date of your project.

These three categories are the following:

• Pre-Effective Date 

• During Effective Date 

• Post-Effective Date 

Note: The 'Effective Date' will differ for each project, for an onboarding it could be the start date, whereas for a certificate if it could be the expiry.

Schedule

A task can be scheduled to occur in four different ways:

• Prior to Effective Date 

• Post Effective Date 

• Immediate (Now)

• Specific Date

Good to know: If you select 'Prior to or Post Effective Date' you will be able to key in the number of days before or after the effective date the task will occur.

If you have any questions, please reach out to our team right here. We’re happy to help.

Quality check 17th April 2024.