Need to send a quick task to an employee—no document exchanges, no signatures, just a simple checklist item? That’s where the Single To-Do comes in! It’s perfect for things like reminding a new hire to review the company handbook, watch a welcome video, or complete any other small action.

Unlike document-related tasks, employees can manually mark a Single To-Do as complete once they’ve finished it. You can also include a link for reference if they need to visit a specific webpage.

Understanding Target vs. Assignee

Before setting up the task, it's important to understand the difference between a Target and an Assignee:

  • Target – The person the task is about
  • Assignee – The person responsible for completing the task


Examples:

  • If you're sending a handbook to a new hire, they are both the target and the assignee because they need to receive and acknowledge it.
  • If you're sending a performance review document to a manager about an employee, the employee is the target, but the manager is the assignee.

Sending a Single To-Do

Navigate to QuickTask

  • From your dashboard, go to QuickTask.
  • Select Send a Single To-do Task from the task options.QuickTask Menu


Choose the Target User (Who the Document is About)

  • In the "Choose an Employee/New Hire" field, select the person this document applies to.
  • This will be the Target of the task.select target
  • Is the person you need to Target not on your dropdown menu? We've got you covered: you can simply Add a New PersonAdd a New Person
  • A pop-up will appear where you can Create New Employee without leaving the Task page.Create New Employee


Name the Task

  • Enter a clear, descriptive name for the task (e.g., "Watch a Welcome Video").
  • This name will be visible to the assignee.
    Add Task Name

Add a Task Description

  • Provide clear instructions for the assignee.
  • Be specific about what they need to do with the document (e.g., "Please watch our welcome video").Add Task Description

Assign the Task

  • Choose the Assignee (the person responsible for completing the task).
  • In most cases, the Target and Assignee will be the same.Add Assignee

Set a Due Date

  • Select the date the task should be completed by.
  • Setting deadlines helps ensure timely completion.

Set a due date

(Optional) Add a Reference Link
If the task requires the employee to visit a specific website:

  • Link URL – Paste the website or resource link.
  • Link Display Text – Enter the clickable text that will appear in the task. If left blank, the system will default to "Go To Link".

    add optional link

Review & Send

  • Double-check all the details to make sure everything looks good.
  • Click Start Task to assign the task. The employee will receive a notification and can mark it as complete once they’ve finished it.

Need Help?

That’s all there is to it! If you have any questions or run into any issues, our support team is happy to help. Just reach out, and we’ll get you sorted!