Welcome to assigned tasks, a single place for each employee to see and manage every task that has been assigned to them, what type of task it is, and mark it as completed.
In assigned tasks, you can also see which tasks are overdue. By hovering over the warning sign, you can see exactly how overdue the task is. By completing the task, the warning icon will disappear.
By clicking into any task, you can see more information and mark it as completed.
Filters
To remove all completed tasks, simply add the filter where "Status" is "Incomplete". This will ensure only incomplete tasks will be visible.
Reminders
Users will receive reminders for any incomplete assigned tasks. Every day at 12:00 PM (based on the user’s country field), the system will check for incomplete tasks that match the reminder rules and send a notification to the user. Task reminders are aggregated, so the user will receive one email containing all tasks.
Reminder Schedule by Task Type
Reminders are sent based on the type of task and are relative to the task’s due date. Below is the schedule for when reminders are triggered:
Task Type | Reminder Timing |
Performance Review | 7 days before, on due date, 2 days after |
Survey | 7 days before, on due date, 2 days after |
Managers to Approve Time Away Booking | 2 days before, on due date, 2 days after, 4 days after |
Managers to Approve Time Management Summary | 2 days before, on due date, 2 days after |
Workflow Automation – Form | 2 days before, on due date, 2 days after, 4 days after |
Workflow Automation – Sign a Doc | 2 days before, on due date, 2 days after, 4 days after |
Workflow Automation – Task | 2 days before, on due date, 2 days after, 4 days after |
Time Management – Submit Summary | On due date, 2 days after |
Submit Summary
The Submit Summary action is part of the Assigned Tasks view, making it easier for users to keep track of their required submissions.
If enabled in the Configurations, employees will be reminded to submit their summary on the day the period ends.
Summaries for periods before 1 July will not appear in the Assigned Tasks view.
Only the last 5 periods that require submission will be displayed.
If a summary is still not submitted 2 days after the end of the period, a reminder will be sent via Assigned Tasks Reminders notifications.
Also, make sure your 'My Settings' are configured as you'd like, since these can impact notifications for certain tasks, including Workflows, Performance Reviews, and Surveys.
If you have any questions or feature suggestions, please reach out to support@shapes.co