Steps
Step 1: Choose Timesheet.
Step 2: Choose Avatar → Settings.
Step 3: Choose Scheduling → Tasks → Create.
Step 4: Enter the task name, select the branch, department/employee that will handle the task, add a detailed description if needed, and click Create.
Once you’ve added the tasks, return to the timekeeping table to assign tasks to employees. There are two ways to assign tasks:
1: Direct Assignment in the Timekeeping Table
Step 1: Select Staff by day → View by Task.
Step 2: To assign a task, click on the employee's work shift → click the “…” icon → select Task.
Choose the tasks you want to assign to the employee, set the expected completion time, and click Update.
2: Assigning Tasks Using an Excel File
Step 1: click the triangle icon → Import Data → Import Tasks→ Select the time period → Download.
Step 2: Open the Excel file → go to the Tasks sheet → copy the task keyword → go back to the Shift-Task sheet → paste the task keyword into the corresponding cell for the employee and workday.
Step 3: Save the updated Excel file → Upload it → Complete the update by importing the data.
Exporting Excel Data of Task Hours and Task Filters
Steps:
Step 1: select Export Excel → Choose to export by workday or work hours → By Task → By employee or department.
Step 2: Select the task and the time period you want to export → Click OK.
Step 3: Open the Excel file to view the actual hours employees spent on assigned tasks.
Filter Assigned Tasks by Department:
Step 1: Select View by Employee by Department → by Day → View by Task.
Step 2: Click the filter icon → Filter by Task → Apply. The system will display the number of employees with assigned tasks in each department.
Note: Actual task hours will depend on the employee's timekeeping data. If an employee forgets to clock in or out, the system won’t record the actual task hours for that day.