Create an ad hoc workplace task
Create an ad hoc task in Workplace Core for unplanned activities. For example, if you notice that something isn't clean in an area or want the area to be cleaned again, you can create an ad hoc workplace task to get the cleaning done immediately.
Before you begin
Role required: sn_wsd_core.admin or sn_wsd_core.workplace_manager
About this task
You can also access the workplace task form by navigating to Workplace Core > Workplace Tasks > Create New.
Procedure
Navigate to All > Self-Service > Employee Center > Workplace services > Browse Workplace Services.
Select Add a task.
On the form, fill in the fields.
| Field | Description | |
|---|---|---|
| Workplace task type | Type of the workplace task. Select Ad-hoc Task. | |
| Workplace location | Workplace location where the task should be performed. | |
| Signature template | Task signature template to use for signing off on this task when it is completed.For more information, see Sign a completed workplace task. | |
| State | State of the task. | |
| Assignment group | User group assigned to the task. | |
| Assigned to | User assigned to the task. | |
| Vendor | Vendor whose employees should perform the task. | |
| Short description | Brief description of the ad hoc task. |
Select Submit.
If you accessed the form from Workplace Service Portal, on the verification page, you can create another task or view this task record in a list.
Option Action Create another task Select Add another task. View the task record in a list Select View all tasks. Add a checklist to the task to track the actions required to complete it.
To add the checklist, open the task by navigating to Workplace Core > Workplace Tasks > All. For more information, see Create a workplace task checklist.
Result
The ad hoc task is added to the list of all tasks that you can view by navigating to Workplace Core > Workplace Tasks > All.
Parent Topic:Managing workplace tasks