Employee Management

Create and Assign Tasks

How to Create and Assign Tasks

Last reviewed: 26 October 2026

Managing daily assignments and reminders is simple with PayPeople's built-in Task engine. You can create private reminders for yourself or delegate official assignments to your team members.

1. Opening the Tasks Dashboard

Step 1: Click on the Team module on your left primary sidebar menu.

Step 2: From the top horizontal menu bar, navigate and click on Tasks.

Step 3: Click the Create a Task button located on the top right margin (highlighted in red) to open the task creation form.

Create and Assign Tasks: screen 1

2. Filling Task Details and Choosing Level

Step 4: A 'Create a New Task' slider window will pop up on your screen.

Step 5: Fill in your task details, such as Project name, Task Name, execution timing filters (Today, Tomorrow, Custom), and any relevant descriptions or file attachments.

Step 6: Look at the LIST section on the right side of the pop-up window (highlighted in red). Here you can toggle the task type level based on who needs to see it:

• Personal Level: Select this choice if you want to assign the task to yourself as a personal workflow reminder. Only you will see it on your board.

• Official Level: Select this option if you want to assign the work to your staff. Choosing 'Official' will reveal a dropdown menu list where you can check and select the specific employees responsible for the task.

Step 7: Click the purple Save button at the base of the panel to assign the task.

Create and Assign Tasks: screen 2

Quick Overview:
Your personal tasks will safely sort into your private 'Personal' list container, while distributed staff assignments will accumulate inside your 'Office' task group container for easy tracking and monitoring!