Cherwell HRSM Task Actions

Use the Actions list to quickly initiate actions such as adding a checklist, assigning the task, and more.

Actions include:

  • Assign to Me: Puts your name in the Assigned To field.
  • Add a Downstream Task: Select to open a new Task Form. This adds an additional dependancy to the parent record. The Downstream Task must be completed after the parent HR Task.
  • Link to an Upstream Task: Select to link an Upstream Task to the HR Task. The Upstream Task must be completed prior to completing the current HR Task.
  • Add a Checklist: Select Form or Tab.
  • Quick Complete
  • Skip Task: Sets the status to Closed, and notes the HR Task was skipped.
  • Assign To: Select a user to assign the HR Task to.