How_do_I_complete_a_task_

How do I complete a task?

If a task is assigned to a department manager, employee, mentor, position, or supervisor, you'll need to record the user name of the person who completed the task and the date the task was finished.

 

Completing a task

1. Open Connect Human Resources > Employees > Modify Existing Employees.

2. Use the Employee field to enter an employee name or number. Press Enter.

3. Click the Actions tab.

The actions that belong to the employee display in the list on the Actions tab.

4. Click to select an action.

5. Click the Task Lists subtab.

The task lists assigned to the action display in the pane titled Task List.

6. Click to select the task list with the task that you want to complete.

The tasks assigned to the task list display in the pane titled Task.

7. Click to select a task to complete.

The selected task is highlighted.

8. Click to select the field titled Completed By, and then enter the user name of the person who completed the task.

You can Search (F9) for a user name.

9. Click to select the field titled Completed Date, and then enter the date the user completed the task.

The task is completed.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Can I skip a task tied to an action?

      You can skip a task on a task list as long as the task is not linked to an approval process and it is not a required task. Do this... 1. Open Connect Human Resources > Employees > Modify Existing Employees. 2. Use the Employee field to enter an ...
    • How do I view an applicant's task lists?

      See the task lists an applicant needs to complete to apply for a job posting. Viewing an applicant's task lists 1. Open Connect Human Resources > Applicants > Applicant Inquiry. 2. Use the Applicant field to enter an applicant name. Press Enter. 3. ...
    • How do I add a comment to a task?

      You can add a note to a task that explains the task's status and challenges. Do this... 1. Open Connect Human Resources > Employees > Modify Existing Employees. 2. Use the Employee field to enter an employee name or number. Press Enter. 3. Click the ...
    • How do I view the tasks on a task list?

      Use a task list to view the tasks that need to be completed. Viewing the tasks on a task list 1. Open Connect Human Resources > Applicants > Modify Existing Applicants. 2. Use the Applicant field to enter an applicant name. Press Enter. 3. Click to ...
    • How do I add a task list to job posting?

      Attach a task list to add steps that need to be completed to process the applicant's application. Adding a task list to a job posting 1. Open Connect Human Resources > Applicants > Modify Existing Applicants. 2. Use the Applicant field to enter an ...