Task Management Overview

Lesson Summary

The Tasks feature in Humi helps assign and track employee tasks efficiently, streamlining processes like onboarding and offboarding. Here’s an overview of what you’ll learn:

  • Setting up task templates
  • Assigning task templates
  • Creating one-time tasks
  • Setting up onboarding and offboarding tasks
  • Understanding the All Tasks page
  • Managing tasks from your Humi Dashboard



Note: Admin permissions are required to create task templates. It's recommended that admins work with managers to create the necessary templates. If you don’t have admin permissions, contact your company admin before proceeding.

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