We recommend using tasks to track the real world actions of staff that may have an impact on the KPI Lists results. These are often the output of performance reviews. For this reason, tasks can only be created within a KPI List so that they are used in context.
To create a task on a KPI List
Go to the KPI List details page by clicking on the title of the KPI List.
Click 'Add Task' in the Tasks section below the grid.
Fill in the form, set an assignee and click 'Save'.
Note: Only users assigned to the KPI List or assigned to the workspace which contains the KPI List can be assigned to a task on the KPI List.
Collaborate on a task using comments
Once a task has been created, click the title of the task to open it. To the right of the task's details, you will find a space for adding comments.
You can mention other users by typing '@' followed by their names. When you type '@', this will open a dropdown list of users that you can select from.
Click 'Send' to add the comment.
Quick Tips
To mark a task as complete, click the checkmark next to the title of the task.
You can view all tasks associated with KPI Lists in a workspace by clicking on the 'Tasks' tab within that workspace
Completed tasks are hidden by default. Click the 'Show completed' checkbox to see completed tasks.
What's next
Still using the FleetOps v1/v2 interface? View the legacy version of this article.