How to add a task group?

After creating the tasks, they must be grouped for different designations. To do that, please follow the steps below.

Home >> Pre-Onboarding >> Groups >> + Add New

In the new window, give the name and select the tasks to the group as shown.

Field Name	Example	Description
Group Name	Marketing Team	Enter the name of the task group
Selected Tasks	--	The section lists the tasks created previously. Select the tasks to group under this group name.
Candidate Tasks	--	The candidate’s tasks selected are listed here.
Stakeholder Task	--	The stakeholder’s tasks selected are listed here.

                   

                  

After selecting the tasks, please click on Submit to create the group.

 

Step – 2: Linking designations to each group

Once the group is created, the departments and documents are grouped. The feature facilitates the creation of various groups specific to a designation.

 

Home >> Pre-Onboarding >> Groups >> Select a group

                            

Select the group and Click on Designation. In the side overlay, select the designations to link with the group and submit.

 

Click on Link Designation and select the designation and functional units to link. Finally, click on Submit to link the group.

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