Assign recurring user tasks

Why do you assign recurring user tasks? 

Assigning recurring user tasks can assist with a user’s role as a set of instructions. Assigning user tasks can range from creating sales orders, processing purchase invoices, reconciling bank statements, running financial reports, managing inventory levels and verifying journal entries. 

How to assign recurring user tasks? 

1. Search for User Tasks on the top right-hand corner of the page.  
   
   1. Select +New to create a user task.
   2. You’ll need to set up the following information: 
      
      1. Set the Subject as the task name; 
      2. Give it a meaningful Task Description; 
      3. Assign it to a User or User Task Group such as Accounts Payable; 
      4. Set a Due Date and Start Date; 
      5. As an option, you can link it to a Resource Name for a quick way for the User Task Group to get there from the task page. 
      6. You’ve updated the User Task page.  
2. Select Recurrence on the User Task ribbon to set the task to occur regularly.  
   
   1. Fill in the Recurring Start Date; 
   2. Update how often you want the Recurrence to take place; 
   3. And how many Occurrences;
   4. Select OK, when you’ve updated the fields or select Cancel to cancel your request.  
      
      Note: When the user task recurrence is updated, the user tasks are created. 
      
      
3. When the user in the assigned user task group logs in and looks at their Wiise landing page, they will see a cue with the User Tasks that’s on their Wiise landing page. 
   
4. The user who is assigned the task can update the task as it progresses or finishes it and set a Completed Date on the task.   
   
5. You’ve created and assigned recurring user tasks.   
   
   

What’s next? 

Find out how to close inventory periods.  

Need more help?  

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