Assigning Tasks

Assigning Tasks

AVAILABLE TO: Administrators, Employees, and Customers

All registered users can create, assign, and manage tasks with Pulse. This gives members of the Customers group the ability to assign a task to any other registered user. It also gives members of the Administrators and Employees groups the ability to assign tasks to each other in any topic, group, tag, and user feed that you have access permission to view.

How to Create and Assign Tasks

1. Log into the Flare output using a registered Pulse account. See Logging In to Pulse.

2. In the embedded discussion form, click Task.

   

   The task pane opens.

3.  In the task pane, complete the following fields. An asterisk (*) denotes a required field:
   • *Enter a name Type a name for the task.
   • Enter a description Type a description of the task.

   • Assigned To Assign the task to one or more Pulse users.

     Note Members of the Administrators and Employees group cannot assign tasks to members of the Customers group.

     Note Members of the Customers group can assign tasks to any registered user from the Flare output. However, only members of the Administrators and Employees group are permitted to manage tasks. See Tasks.

   • Tags Create a new tag or assign an existing tag to a post.
   • Due Set an optional due date for the task.
   • Importance Set the priority for the task.

   • Status Set the status of the task.

     

4. When you are satisfied with the task, click Save. This closes the task pane.

   The system sends a notification to the assigned user(s). When a task is assigned to you, you have the option to accept or decline it. See Tasks.

What’s Next?

To receive a notification from Pulse, you must be subscribed to the feed where the status update was posted (see Subscribing to Communities and Topics). You must also enable the appropriate Pulse feature in the Notifications tab on the Settings page of your profile (see Editing Your Profile).

If you have been assigned a task and you are a member of the Administrators or Employees group, you have a number of task management options. See Tasks.