Group Tasks

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9 comments

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    Rhonda Vatcher

    In our company we would find it most beneficial to be able to assign a single task to multiple employees, whereby each employee would be required to complete the task. Some examples are:

    1. assigning a task to several staff that need to renew their First Aid training.
    2. assigning a task to all PSW workers that need to review the Code of Conduct Policy.
    3. assigning a task to all office staff requiring that they review a new office procedure and acknowledge they have completed the task.

    These types of tasks are not associated with either client. They are employee specific tasks. Having the ability to assign a task to all members of a group or select multiple employees when creating the task would be necessary, and it would result in the task being assigned to multiple workers and each person is required to complete the task.

     

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    Amy De Klerk

    We would use both the scenario of one person in a group completing a task and a whole group completing a task.

    I think we would use the one person of a group completeing a task option the most, as we have residential facilities where clients need one of the staff on to complete a task, but not both. 

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  • Hi Rhonda and Amy, 

    These are great insights! We'll make sure to communicate them to our Product Team and keep you in the loop on any related development updates. 

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    Jan Barton

    We would use option #1 above for HR related tasks. These tasks would not be associated to clients though.

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    Robyn Phillips

    Hi all, 

    I see the above comments from about 5 months ago. I wonder if anything has come of this. We too would find it helpful to apply a single task to multiple employees for policy review and signing. 

    Please let me know if this has become possible. 

    Thank you! 

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    BI - Forum Moderator

    Hi @..., unfortunately we're not there yet! But please do upvote the post if this feature is important to you.

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    Amanda Niccum

    We would absolutely use this function. I am in the community forum now trying to figure out a work around. We previously put 1hr with schedules in Hometrak in order to indicate/alert to entire scheduling team of a task that needed to be done by anyone or a situation that was dynamic related to service or care that needed to be monitored daily until resolved.

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    Avery Hamilton

    We would use this feature - likely more in the # 1 scenario -

    1. The same task to multiple people, where each must complete the task.

     

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    Jasmin Bird

    It would be helpful to us to:

    • Send a task to a group of people and have the option for one person in the group to complete the task on behalf of the group. E.g. client enquiry/phone request - sent to a team and the person who addresses the request/enquiry would complete the task.
    • Be able to re-assign tasks in bulk. E.g. if a worker resigns and we need to reallocate uncompleted tasks to a new employee in the same role.
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