How to assign tasks to employees
Add employees to leadertask.
Check that each employee entered LeaderTask
Assign your first task.
Enter the name of the task and the deadline
Create the to-do list for the employee
Assign tasks to other employees
Carry all discussions on the job in the built-in chat
Regularly review of the assigned tasks
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Assign task lists to stores or employees
- 6 contributors
This article describes how to assign task lists to stores or employees in Microsoft Dynamics 365 Commerce.
Task management in Dynamics 365 Commerce lets you assign a task list to multiple stores or employees, or to a combination of stores and employees. For example, a regional manager for 20 stores might want to assign the Holiday season preparation task list to all 20 stores.
Start the task list assignment process
Before you start the process of assigning tasks, make sure that you created a task list by following the steps in the Create task lists and add tasks article. To start the process of assigning a task list, follow these steps.
- Go to Retail and Commerce > Task management > Task management administration .
- Select the task list to assign.
- Select Start process .
In the Start process dialog box, on the General tab, in the Process name field, enter a name (for example, East region stores ).
In the Target date field, specify a date.
To assign the task list to stores, on the Stores tab, use the Organization hierarchy filter to find and select the stores.
To assign the task list to employees, on the Workers tab, find and select the employees.
Select OK to start the process. The tasks list is assigned to the selected stores or employees.
The following illustration shows an example of how to find and select stores in the Start process dialog box.
Assign task lists on a recurring basis
Retailer sometimes have recurrent tasks, such as "Thursday closure checklist" or "First day of the month checklist." Therefore, they might want to assign the task list on a recurring basis.
- In the Start process dialog box, on the General tab, in the Process name field, enter a name.
- Set the Recurrence option to Yes .
- In the Recurrence target date offset in days field, enter a number of days. For example, if you enter 4 , the target date is the recurrence date plus four days.
- On the Run in the background tab, select Recurrence .
- In the Define recurrence dialog box, enter the frequency criteria, and then select OK .
The following illustration shows an example of how to enter frequency criteria in the Define recurrence dialog box.
Track task list status
If you're a regional manager or store manager, you might want to track the status of task lists that have been assigned to multiple stores or employees. You can then follow up with stores or workers that didn't complete their assigned tasks on time. Commerce back office lets you view the status of task lists, reassign tasks, or change the status of a task.
To track the task list status for all tasks, follow these steps.
- Go to Retail and Commerce > Task management > Task management processes .
- Select the All task lists tab to view the status of all task lists that are assigned to various stores.
To track the task list status for all tasks that are assigned to you, follow these steps.
- Select the My tasks or All tasks tab to view or update the status of tasks that are assigned to you.
Additional resources
Task management overview
Configure task management
Create task lists and add tasks
Task management in POS
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Posit Community
Assigning employees tasks.
I am looking to come up with a model which assigns Employees tasks based on their availability.
Below is the data I have in a simple format. TaskID, RequestTime, DueTime.
What I would like is the end result, which looks at the availability of Employees. Task1 would be assigned to Employee A, whereas Task 2 would be assigned to B as A is busy doing Task1.
Hope this makes sense, and all guidance would be appreciated!
All guidance hugely appreciated, currently googling without much luck. Not sure if a function would be the best, or another suitable package?
This is an interesting problem and I'm happy to think about it for a bit, but have some questions fist before I try and come up with an (efficient) algorithm:
- Do all employees start / stop at the same time and have no breaks? This would change which tasks they can be assigned to and when
- How many employees do you have? Just 2, or does this need to work for 2+
- What would you like to happen (if it could happen) in case there are more simultaneous tasks than employees
- Finally, would you like to spread the load among all available employees, or have the fewest number of them complete all the tasks
What is the setting for which you are building this?
@pieterjanvc - Thank you for your help.
They both start and stop at the same time, yes. No breaks are required in the model. We have just two employees. If there are simultaneous tasks then I would like it to say something on the lines of 'Too Much Work'. I would like it by default to assign to Employee A, and if they are busy return Employee B. If Employee A should be the lead, and only if Employee A is busy assign to B.
I have thought about using lag() in dplyr, however it comes a problem as it assumes Employee A is still busy even though he/she may have finished.
Any help appreciated.
I'll get back to you soon, as this scenario should not be too difficult.
No, this is definitely not homework!! I wish I was back at school... those days are long gone.
Ok, so you have to start with a data frame in the form like this one (here I generate a random one)
Once you have your data in a data frame called 'tasks' with these 3 columns, you can run the rest of the code:
As you can see, the results is 3 more columns added to your tasks data frame: a unique ID, the duration of the task in minutes, and the employee Id it's assigned to. The code generates as many employees as needed to complete all tasks, based on the max number of tasks that are going on at the same time at any given moment.
You can then use this new task data frame to generate other summaries like this one:
The code is written so that the max number of tasks are assigned to the first employee in the list, and others get filled up once the previous ones are busy. I've put comments in the code to explain most steps, but I think running it yourself line by line might give you more insight.
Hope this helps, PJ
Thank you PJ! EXACTLY what I needed. I have adapted the code to match the SQL database and everything has worked.
Very insightful. Maybe explains why everyone's so busy...!
Sorry PJ - One last comment. I've been running through the code line by line today getting a understanding of how the process works.
Im 99% there, the only thing I'm slightly confused about is how the "currentTime" value updates within the loop. For example, having run one line at a time to see how each value updates, I cant seem to get "currentTime" to update to anything other than 1?
Could you help take me through where im going wrong?
Thank you for all your help so far, its been a huge help.
The currentTime looks at the start of the next task(s) when the previous onces have been assigned. As you can see a tasks get removed from the time table (matrix) after it's been assigned
To find the start of the next task, you look at which column (e.g. time point) is the first one to not have all NAs. That is the start time of the next task.
The if-statement around that last line of code is to prevent an error when the last task has been assigned because at that point the matrix is one-dimensional and becomes a vector which does not allow operations like colSums.
This topic was automatically closed 7 days after the last reply. New replies are no longer allowed. If you have a query related to it or one of the replies, start a new topic and refer back with a link.
6 KEY ACTION STEPS TO ASSIGNING TASK TO EMPLOYEES
- Posted on 07/22/2016
If you originally learned how to delegate tasks to employees like I did, in the “old School” style, you walked through your business very rapidly barking out orders as you went along. John do this, Joe do that. If you did it correctly then you took about 3 minutes, managed to make a circle and ended up back at your desk before anyone was able to stop you. At this point you re-immersed yourself in what you were doing and then were amazed to go out an hour later only to find that none of it had been done. I am going to show you a better way. This will increase the amount of tasks that your staff gets done and when done correctly will help you build a better relationship with each individual employee and will increase morale.
What do you need to know before you get started?
1. BE SPECIFIC ABOUT WHAT YOU WANT DONE.
Before you assign a job task, be sure to ask yourself:
- What exactly do I want done?
- What outcome do I need?
- Why does it need to be done?
2. ENSURE THE TEAM MEMBER IS CAPABLE OF PERFORMING THE TASK
What is the Team Member’s level of competence in performing the task?
- Do they have the skills and experience?
- Have they successfully completed the task before?
- Have they successfully completed a similar task before?
What is the Team Member’s level of commitment for performing the task?
- Do they have the confidence to perform the task?
- Do they seem nervous or uncertain?
- Do they have the motivation to perform the task?
- Do they see any personal benefit to accomplishing the task?
3. ALLOW SUFFICIENT TIME AND SET A DEADLINE.
- Evaluate how much time the task should take.
- Consider skill and experience level when establishing time requirements and remember; new learners will need more time.
- What’s the deadline? Without a deadline, the task may never get done.
- Check for understanding. Avoid having the Team Member rush to complete the task at the last minute.
4. COMMUNICATE PRIORITIES.
- Employee can establish the priority of this task in relation to their other duties.
- If there’s a rush, they will know if they would drop what they are doing and work this task right away.
- Ensures the Team Member is clear on the efforts that require immediate attention.
5. CHECK PROGRESS OR ESTABLISH CHECKPOINTS.
- Checking progress lets you verify the task is being performed as required or requested. If they’re off track, you could have a lot of rework on your hands.
- Gives you an opportunity to provide positive feedback.
- Allows for coaching if the task is being performed incorrectly and avoids rework or waste.
- Reinforces the importance of the task.
- Trust but verify.
6. FOR GOODNESS SAKES, THANK THEM!
- Don’t forget to recognize a good job.
- Just saying “thank you” is a good start. Try telling them specifically what they did well
That was a lot to digest. Now let’s put it all together.
Key Action Steps
- Greet the Team Member.
“Hi, Joe. Do you have a minute? I need you to help me with something.”
- Describe the specific task to be done.
“I noticed that the trash cans out in the parking lot were nearly overflowing when I came in. I need you to empty them and replace the liners.”
- Tell why the task needs to be done.
“Our lot is one of the first things that our customers see when they arrive. It’s very important that we present an image of cleanliness and being proactive.”
- Establish Expectations.
“As soon as you finish what you are doing now, grab some can liners and get started. This needs to be done before 11:00 this morning. This is your most important task. Does that sound doable?”
- Let the employee know how you will check their progress.
“I’ll check on you around 11:15 to see how you’ve done. If you finish early come and let me know. If you have any problems be sure to check with me or one of the Team Leaders.”
- Thank the Team Member and express confidence in their ability.
“I really appreciate your help on this important duty. I know you can handle it just fine.”
This may sound pretty basic. Which in fact it really is, you always want to make sure that what is spoken is what is heard. This conversation should take less than a minute and when you get good at it should take less than 30 seconds. Practice, then get out there and start doing!
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COMMENTS
You can assign tasks to your employees in LeaderTask. Right-click on the necessary employee and select "Assign the task". In the navigator press the "Assign the task" button, select other employee and enter the text of an assignment
Task management in Dynamics 365 Commerce lets you assign a task list to multiple stores or employees, or to a combination of stores and employees. For example, a regional manager for 20 stores might want to
There are a few ways to assign tasks to an employee in CareerPlug. The most common way is using checklists, covered first
Hi,I am looking to come up with a model which assigns Employees tasks based on their availability. Below is the data I have in a simple format
Before you assign a job task, be sure to ask yourself. Employee can establish the priority of this task in relation to their other duties. Allows for coaching if the task is being performed incorrectly and avoids rework or waste