Creating a task

Learn how to create a task by assigning an asset to a user.

A task is something that a user has been assigned to do, such as reading a FlexDoc or viewing a file.

Whenever you assign an asset to a user, a task is created on their Tasks page. If you assign more than one asset at a time, Joy will automatically create a separate task for each one.

Creating a task from the Knowledge Center

You can assign a single asset or multiple assets at once from the Knowledge Center.

Assigning a single asset

To assign a single asset from the Knowledge Center and create a task:

Go to the Knowledge Center.

This is where all of your organization's assets are stored.

Find the asset you want to assign.

Use the search bar or filters to locate it.

Click the  More Actions icon, then Assign.

This opens the Assign window.

In the Assign window, add details and click Assign.

For example, specify who should be assigned the asset and when it is due. Joy creates a task for the asset, which appears on the user's Tasks page.

You can also assign an asset by clicking the More Actions icon in the asset's Admin panel.

Assigning multiple assets

To assign more than one asset from the Knowledge Center, creating a separate task for each one:

Go to the Knowledge Center.

This is where all of your organization's assets are stored.

Find an asset you want to assign.

Use the search bar or filters to locate it.

Select the asset.

Select the checkbox on the asset. An Actions bar appears at the bottom of the page.

You may need to hover over the asset to reveal the checkbox, depending on your view.

Repeat to select all the assets you want to assign.

The Actions bar shows the number of assets you've selected.

In the Actions bar, click Assign.

This opens the Assign window.

In the Assign window, add details and click Assign.

For example, specify who should be assigned the assets and when each asset is due. Joy creates a separate task for each asset, which appear on the users' Tasks page.

The Assign window

Use the Assign window to choose users, add a message, and configure task settings like the due date.

  • To: The users you want to assign assets to. You can start typing a user's name to find them quickly or select them from the dropdown.
  • Subject: The subject line of the assignment. This will be visible to users in a future update.
  • Message: Any additional information about the assignment. This will be visible to users in a future update.
  • Asset(s): The assets that will be assigned. Each asset you assign becomes a separate task. Customize how long the user has to complete the task and other settings by clicking an asset's More Actions icon. See Asset options for details.

When you're ready, click Assign.

Asset options

Click an asset's More Actions icon to access more options:

Edit Dates

Click Edit Dates to customize when the task is due and other time-related settings. Click Save when you're done.

  • Due Date: When the user needs to complete the task by. You can set this as a number of days after the assignment or a specific date.
  • Warning Period: When the task will display a warning that it's almost due. You can set this as a number of days before the due date or a specific date.
  • Acceptance Window: An acceptance window lets you set a time frame for previous completions. If a user already completed the asset within that time frame, they won't need to complete it again. This functionality is coming in a future update. You can specify one of the following options:
    • Days before assignment: Users who completed the asset within this many days before the assignment don't need to complete it again.
    • Specific date: Users who completed the asset after this date don't need to complete it again.

Remove

Click Remove if you no longer want to assign the asset.

To make changes after assigning an asset, you can edit the task.