Tasks
Using Tasks in Paychex Flex Engage
9 articles
- Task OverviewTasks module provides users with a consolidated view of all tasks assigned to them, including personal tasks and group tasks part of shared boards
- Tasks: Create a Task on Personal boardUsers/Admins can create tasks to manage personal work items
- Tasks: Understanding your BoardsMy Dashboard, Shared Boards, and Team Boards explained.
- Task Video Overview
- Tasks: Create a Shared BoardA shared board is a workspace multiple people can see and add tasks to — useful for a team, department, or a cross-functional group. This article covers creating one.
- Tasks: Customizing Shared Board Columns/Swim lanesEvery shared board's columns — called swimlanes — start out as To Do, In Progress, and Done. On a shared board, you can rename them, recolor them, reorder them, or…
- Tasks: Custom fieldsIf your team needs to track something on tasks beyond the built-in fields — like a client name, a category, or a ticket number — you can add custom fields…
- Tasks: Managing Shared Board AccessShared boards can be scoped to specific people or opened to everyone. This article covers reviewing and updating who has access to a shared board after it's been created.