Create an ad hoc workplace task

Create an ad hoc task in Workplace Core for unplanned activities. For example, if you notice that something isn't clean in an area or want the area to be cleaned again, you can create an ad hoc workplace task to get the cleaning done immediately.

始める前に

Role required: sn_wsd_core.admin or sn_wsd_core.workplace_manager

このタスクについて

You can also access the workplace task form by navigating to Workplace Core > Workplace Tasks > Create New.

手順

1. Navigate to All > Self-Service > Employee Center > Workplace services > Browse Workplace Services.
2. Select Add a task.
3. On the form, fill in the fields.

   表 : 1. Workplace Task form

   Field		Description
   Workplace task type		Type of the workplace task. Select Ad-hoc Task.
   Workplace location		Workplace location where the task should be performed.
   Signature template		Task signature template to use for signing off on this task when it is completed. For more information, see Sign a completed workplace task.
   State		State of the task.
   Assignment group		User group assigned to the task.
   Assigned to		User assigned to the task.
   Vendor		Vendor whose employees should perform the task.
   Short description		Brief description of the ad hoc task.

4. Select Submit.
5. If you accessed the form from Workplace Service Portal, on the verification page, you can create another task or view this task record in a list.

   Option	Action
   Create another task	Select Add another task.
   View the task record in a list	Select View all tasks.

6. Add a checklist to the task to track the actions required to complete it.
   To add the checklist, open the task by navigating to Workplace Core > Workplace Tasks > All. For more information, see Create a workplace task checklist.

タスクの結果

The ad hoc task is added to the list of all tasks that you can view by navigating to Workplace Core > Workplace Tasks > All.