Associate Tasks allow you to create tasks for multiple associates at once. Tasks can be linked so that when one associate completes it the task is closed for all other associates as well.
To create:
- Click Associate > Tasks > Mass Tasks Wizard, then click Next.
- Select New Tasks and click Next.
- Select Associate Tasks and click Next.
- Check those associates you wish to create this task for. If you want this task to close for all selected associates once any one of them have completed it, check the Selected Associates Can Complete box at the top. Otherwise, each associate will need to complete their task individually.
- After selecting associates, click Next.
- Enter the task Subject and choose the Associate to assign it to. All other fields are optional. Click Next to generate the tasks.
- Once complete, the system will display the number of tasks created. Click Finish to close the wizard.
Example
Task to put up holiday decorations for upcoming season assigned to multiple associates that will close for all once someone completes.
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Task Type
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Associate Tasks
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Selected Associates Can Complete
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Yes | Select multiple associates
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Subject
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Put up holiday decorations
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Due Date
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11/28/2020
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Category
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Store
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Require Notes on Completion
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No
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