What are Tasks?
When completing insights, you will see there is an option to assign a task to a user.
If you are an admin user read this guide Getting started setting up a new Review template, to find out how to specify if actions have to be assigned to an employee with an Ocasta account or if the reviewer can enter a name that is not on the system.
How do I set a task?
Tap on an insight tile.
Select 'Add a Task' at the bottom of the screen.
Enter an employee name if the free text option has been set or select an employee from the dropdown list. For Person Reviews, the reviewer is listed first, followed by the individual being reviewed and all users in the same location as the reviewee. For Location Reviews, users in the selected location are listed after the reviewer.
Enter the Task Description.
Select a due date if required.
When you are finished tap the ‘Done’ button at the top of the insight.
You can create further tasks for other users but selecting 'Add Another'.
Read this article to Follow up on tasks you have assigned and this article, How to view my tasks to view tasks that have been assigned to you.