Tasks

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...
Effortless Efficiency: A Guide to Crafting Time-Saving Task Templates
For those seeking to optimize their workflow and reclaim valuable time, crafting a task template stands out as a highly effective strategy. Unlock efficienc...
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...