Tasks gives your company a centralised location for users to track to-dos in Expedo
A Task Template allows you to set up a chain of tasks to automate commonly occurring processes
For example,
A new worker is onboarded
The IT department is notified and assigned the task of setting up system access for the worker
The worker is sent induction information by HR
Manager receives a calendar invite to greet the worker on first day
Navigate to Company Profile & Settings → More → Task Templates
Click ‘Edit’ to modify an existing Task Template.
Or click ‘New’ to add a new Task Template.
A 'Template name' and a 'Trigger by' are required.
Templates can be triggered manually or by an onboarding.