How_do_I_add_a_task_list_to_a_position_

How do I add a task list to a position?

Add a task list to a position. When you add the position to an employee, Caselle will also add the task list to the employee's file.

 

Watch a video

Adding a new task list (2m30s)


Before you get started

  • Add a task list to the master task lists table (Organization).


Adding a task list to a position

1. Open Connect Human Resources > Organization > Positions.

2. Use the Title field to enter the name of the position that you want to update. Press Enter.

3. Click to select the Task Lists tab.

4. Use the toolbar on the Task Lists tab to click Add a Task List.

The Search form displays all of the task lists that have been added to the Task Lists table.

5. Click to select a task list to add to the position and then click OK.

The task list is added to the Task List pane.

6. Click Save (CTRL+S).

The task list is added to the position. The tasks in the task list display on the Tasks subtab.


Viewing tasks in a task list

1. Open Connect Human Resources > Organization > Positions.

2. Use the Title field to enter the name of the position that you want to update. Press Enter.

3. Click to select the Task Lists tab.

4. Use the Task List pane to select a task list.

5. Click to select the Tasks subtab.

The task list is added to the position. The tasks in the task list display on the Tasks subtab.


Viewing the approval process assigned to a task

1. Open Connect Human Resources > Organization > Positions.

2. Use the Title field to enter the name of the position that you want to update. Press Enter.

3. Click to select the Task Lists tab.

4. Use the Task List pane to select a task list.

5. Click to select the Tasks subtab.

6. Use the Task pane to select a task.

The field titled Approval Process displays the approval process assigned to the task. If the field is blank, the task is not assigned to an approval process.


7. Click to select the Approval Process subtab.

The approval step that is assigned to the approval process displays on the Approval Process subtab.

 

 

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