Introduction
The tasks feature lets you organise work easily — for yourself, a colleague or a whole group. You can create personal tasks, assign tasks to others, add deadlines and set tasks to recur automatically.
In this article you’ll learn how to open the tasks overview, how to add a new task (quick or advanced), how to set up a recurring task and what to do if you run into problems.
You can only assign tasks to colleagues or groups if you have the right permissions. Not all groups are available for task assignment — ask your administrator to make the appropriate groups visible if needed.
How does a task work?
A task is an action item assigned to yourself, a colleague or a group. When creating one, you can choose between two options:
- Quick add (recommended for simple tasks): the basic fields only — name, deadline and description.
- Advanced: the same basic fields plus the ability to attach documents, images, audio or video.
A task always consists of:
- A name (required)
- A deadline (optional)
- A description (optional)
- A recurrence setting (optional — daily, weekly, monthly, quarterly or yearly)
- An attachment (Advanced only — document, image, audio or video)
Opening the tasks overview
The tasks overview is always available from the side of your platform.
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Click the tasks icon on the right-hand side of your screen.
Adding a new task
You create a new task from the tasks overview. You can choose between Quick add and Advanced.
Quick add
Use this option for a simple task without attachments.
- Open the tasks overview using the tasks icon.
- Click New task.
- Choose Quick add.
- Enter the name of the task.
- (Optional) Add a deadline and a description.
- Click Create. The task appears in your tasks overview.
Advanced
Use this option if you want to add extra details or files to the task.
- Open the tasks overview using the tasks icon.
- Click New task.
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Choose Advanced.
- Enter the name of the task.
- (Optional) Add a deadline and a description.
- Add one or more attachments:
- 📎 Document
- 🖼️ Image
- 🎧 Audio file
- 🎥 Video
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Click Create. The task appears in your tasks overview, including the attachments.
Not sure whether to choose Quick add or Advanced? Start with Quick add. You can always reopen a task later to add attachments or a recurrence setting.
Setting up a recurring task
For work that comes back at regular intervals — for example a weekly report or a monthly check — you can set a task to recur automatically.
- Start by creating a new task using Quick add or Advanced.
- Click the Recurrence icon.
- Choose how often the task should recur:
- Daily
- Weekly
- Monthly
- Quarterly
- Yearly
- Enter a deadline to set the exact moment within the period.
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(Optional) Set an end date on which the recurrence stops.
- Click Create. The task will now recur automatically based on the chosen frequency.
Troubleshooting
I can’t see the tasks icon
- Refresh the page.
- Check that you’re logged in.
- You may not have the permissions to use tasks — contact your administrator.
I can’t assign a task to a group
- Not all groups are available for task assignment.
- Ask your administrator to make the appropriate groups visible for task management.
My attachment isn’t uploading
- Check that you selected Advanced — attachments aren’t available in Quick add.
- Check your internet connection and try uploading the file again.
- Try a different file format if the upload keeps failing.
Still running into issues?
Contact support if the problem persists. Send an email to support.plek@bcs-hr.com.
Additional functionality
In addition to creating tasks, the tasks overview lets you:
- Filter tasks by status, deadline or assignee.
- Archive tasks once they’re completed, to keep your overview tidy.