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Task Types: A Guide to the Types of Tasks in Employee Onboarding
Our Employee Onboarding platform comes packed with different task types to make your onboarding process smooth and efficient—like a well-oiled hiring machin...
How to Create a Task Template
Typing the same task details over and over is nobody’s idea of a good time. Task templates let you set up a task once and reuse it whenever a similar one co...
How to Send a Document
What is the "Send a Document" Task? The Send a Document task allows you to send important documents to employees or new hires for review. You can...
How to Request a Document
What is the "Request a Document" Task? The Request a Document task allows you to request signed documents or other necessary files from an employ...
How to Send Tax Documents
Attaching Tax Documents Unlike other document-related tasks, the Send a Tax Document task does not allow you to upload your own PDFs. Instead, you will sel...
How to Send a Single To-Do Task
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 pe...
How to Send a Form
Need an employee to complete an online form? QuickTask makes it easy! Even better, our Form Builder can automatically detect fields from an uploaded PDF, s...
Understanding the Difference Between Target and Assignee
Before you dive into setting up a task, it’s good to know who’s who in the task game. Two key players you'll encounter are the Target and the Assignee—a...