Task & Goal Management
Task template creation, AI-powered task generation, multi-parameter assignment, and Google Calendar integration
Feature Overview
Instructions
7
Step-by-step guide
Available To
4
User roles
API Endpoints
0
Available endpoints
Step-by-Step Instructions
Access Task Templates
Navigate to Task & Goals > Task Templates.
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- Template library available
- Categorized by type
- Search and filter options
Create Template
Click "Create Template" button and fill in task details.
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- Define task parameters
- Set completion criteria
- Add custom fields
Define Fields
Add assigner and assignee fields with appropriate field types.
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- Multiple field types available
- Validation rules supported
- Conditional logic possible
AI Generation
Click "AI Generate" to automatically create task templates.
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- Context-aware generation
- Industry-specific templates
- Customizable outputs
Assign Tasks
Use templates to assign tasks to individuals or groups.
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- Bulk assignment available
- Due date management
- Priority levels supported
Track Progress
Monitor task completion status in the Tasks dashboard.
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- Real-time status updates
- Progress visualization
- Completion analytics
Collect Feedback
Assignees can submit feedback and evidence through task forms.
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- File attachment support
- Rating systems
- Comment threads
Role Access
This feature is available to the following user roles:
Super Administrator
Level 6
Administrator
Level 4
Auditor
Level 3
Auditee
Level 1
On This Page
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