To add a task to a checklist to a new task, perform the following actions:
- On your Home page, click Tasks > Tasks. The Tasks page opens.
- Click + Add new task. The Add Task window opens.
- Click Assignee. The Search Assignee search box opens. In the search box, enter the employee name or employee ID to whom you want to assign this task.
- In the Task Name textbox, enter the name of your task. Task Name is a mandatory field, and you must enter a task name to create a task.
- From the Add to checklist dropdown list, select the checklist to which you want to assign this particular task.
- Complete the remaining steps.
- Click Save Changes. Your new task is now added to a checklist.
To add a task to a checklist to an existing task, perform the following actions:
- On your Home page, click Tasks > Tasks. The Tasks page opens.
- Under the Open tab, select the task for which you want to add to a checklist. The Task window opens.
- From the Add to checklist dropdown list, select the checklist to which you want to assign this particular task.
- Click Save Changes. Your task is now added to a checklist.
Related Links:
- Video - To watch the videos on the ESS portal, click here.
- Documentation - To read more about the ESS portal, click here.
- FAQs - To read more FAQs about the ESS portal, click here.