This section describes the task management process in Dayforce that is used to create and assign, review and modify or defer, and track to completion the various tasks your organization needs completed.
The tasks you create, assign, and manage in Dayforce can be used to track any type of work that has a due date or a budget of labor hours to complete. Conducting a quarterly inventory, merchandising for a sale, or receiving a delivery are all examples of the tasks you can manage with Dayforce.
Task management involves the following process:
- Task creation: A user, typically part of the organization’s management, creates an ad hoc task or one from a template in Task Management. Tasks can be created in the following states:
-
- Pending: The task is awaiting further review and approval before it's assigned to the appropriate locations in the organization.
- Assigned: The task doesn’t require review or approval. It’s assigned to the appropriate locations where users with access can review it in Task Checklist and assign employees to work it.
- Task review: Another user, fulfilling the gatekeeper role, reviews any tasks created in the Pending state and either assign, defer, or reject the task.
- Assign or schedule employees: A location’s assigned tasks are shown in Task Checklist for location managers, supervisors, or other appropriate users to review and either assign or schedule employees to complete the task. For asks that impact the location’s schedule, users schedule employees to work them in Schedules. Tasks that don’t impact the schedule are assigned in Task Checklist.
- Update task progress: As tasks are in progress or completed, users update the progress in Task Checklist.