HR Tasks How HR work is tracked: tasks, templates and checklists, and where they connect to a person.

HR work that is not a form is a task — chasing a document, arranging a session, following up a probation date.

A Task

Each carries a title, description, type, status, priority, an assignee, a reporter, a due date, an optional employee it concerns, a checklist, and collaborators.

The link to an employee is what makes it HR work rather than generic work. A task about someone's visa renewal belongs to their record, not to a to-do list nobody connects to them.

Views

The same tasks in four shapes:

• Board — by status, for working through the week
• List — for scanning and filtering
• Calendar — by due date, for what is coming
• Templates — the reusable definitions

Use the calendar for anything time-critical. HR work is disproportionately deadline-driven — visa expiries, probation ends, notice periods — and a board hides dates.

Templates

A template carries a name, a task type, a default checklist and a default priority.

Templates are how a process becomes repeatable. An onboarding template, an exit template, a visa renewal template — each carrying the checklist that someone worked out once, so the tenth time does not depend on remembering the ninth.

Checklists

Both tasks and templates carry a checklist, so a single task can hold its own steps without needing sub-tasks.

Priority And Due Dates

Set both. HR tasks compete with everything else the same people are doing, and an undated task loses to a dated one every time.

Common Questions

How is this different from onboarding checklists? Onboarding checklists are attached to an employee's onboarding specifically. Tasks are general HR work — overlapping, but the onboarding list is scoped to a person joining.

Can several people work one task? Yes, through collaborators. The assignee remains the person accountable.

Does a task notify the assignee? Through the normal notification routing. See Notifications in the Settings section.

Can tasks be created automatically? An automation can create them. A workflow that opens a visa renewal task ninety days before expiry is the kind of thing worth building once. See Building Your First Automation in the Operations section.