Create an ad hoc workplace task

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create an ad hoc task in Workplace Core for unplanned activities. For example, if you notice that something isn't clean in an area or want the area to be cleaned again, you can create an ad hoc workplace task to get the cleaning done immediately.

    Antes de Iniciar

    Role required: sn_wsd_core.admin or sn_wsd_core.workplace_manager

    Por Que e Quando Desempenhar Esta Tarefa

    You can also access the workplace task form by navigating to Workplace Core > Workplace Tasks > Create New.

    Procedimento

    1. Navigate to All > Self-Service > Employee Center > Workplace services > Browse Workplace Services.
    2. Select Add a task.
    3. On the form, fill in the fields.
      Tabela 1. Workplace Task form
      Field Description
      Workplace task type Type of the workplace task. Select Ad-hoc Task.
      Workplace location Workplace location where the task should be performed.
      Signature template Task signature template to use for signing off on this task when it is completed.

      For more information, see Sign a completed workplace task.
      State State of the task.
      Assignment group User group assigned to the task.
      Assigned to User assigned to the task.
      Vendor Vendor whose employees should perform the task.
      Short description Brief description of the ad hoc task.
    4. Select Submit.
    5. If you accessed the form from Workplace Service Portal, on the verification page, you can create another task or view this task record in a list.
      OptionAction
      Create another task Select Add another task.
      View the task record in a list Select View all tasks.
    6. Add a checklist to the task to track the actions required to complete it.
      To add the checklist, open the task by navigating to Workplace Core > Workplace Tasks > All. For more information, see Create a workplace task checklist.

    Resultado

    The ad hoc task is added to the list of all tasks that you can view by navigating to Workplace Core > Workplace Tasks > All.