The Tasks module helps organizations create, assign, and track tasks across teams. Admins can configure task groups, resources, and task settings to support different workflows and processes.
Accessing Tasks Settings
To access the Tasks settings:
Go to Admin Center.
Select Modules.
Select Tasks.
From here, you can enable the Tasks module and configure the available task settings.
Enable the Tasks Module
Use the Enable Module toggle at the top of the page to turn the Tasks module on or off for your organization.
When the module is enabled, users can access the Tasks functionality based on your organization's settings and permissions.
Task Configuration
The top section of the Tasks settings page provides access to the main task configuration areas.
Setting | Purpose | Use case |
Create sets of related tasks that can be assigned together and automated based on specific rules or timelines. | Use this to standardize and automate recurring workflows such as employee onboarding, compliance training, employee development, performance reviews, or other processes that involve multiple tasks. | |
Add company-specific resources and make them available to users. | Use this to provide users with guidelines, supporting materials, or other resources related to completing their tasks. |
Task Settings
These settings control how users create and manage tasks.
Setting | When enabled | When disabled | Use case |
Users can add subtasks as checklists within a task. | Tasks cannot contain checklist subtasks. | Enable this when a task consists of several smaller steps that need to be completed individually. | |
Users can generate AI-powered task descriptions. | AI-generated task descriptions are unavailable. | Enable this to help users create clear and detailed task descriptions more efficiently. | |
Users can add labels to tasks for categorization. | Task labels are unavailable. | Enable this when you want to categorize and filter tasks by project, priority, department, or other criteria. |
Recommended Configuration
Your Tasks configuration should reflect how your organization manages recurring workflows and day-to-day work.
If you want to... | Consider configuring... |
Standardize recurring processes | Task Groups |
Break complex tasks into smaller steps | Checklists |
Help users create task descriptions | AI-generated task descriptions |
Organize and categorize tasks | Task labels |
Provide supporting information | Resources |
Final Thoughts
The Tasks module can be configured to support both simple individual tasks and structured workflows involving multiple steps.
Use Task Groups for repeatable processes, checklists for tasks with multiple steps, and labels to keep tasks organized and easy to filter. Resources can also be used to give users access to company-specific information they may need when completing their tasks.