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Planning One-Off Tasks

Some tasks aren’t recurring — they’re one-off actions you need to assign and track. The platform lets you plan, delegate and document them in a structured way.

What information can you add to a task?

You can add several fields to a task, including a task name, responsible person, deadline, and approver. Tasks can be created as ad hoc tasks or generated from the annual wheel, with different editing rules for each. The full list of currently available fields is shown below.

  • Task name
  • Description
  • Responsible person
  • Business area
  • Deadline (by month)
  • Tags
  • Approver
  • Documentation requirement

task-overview (1)

What is the difference between ad hoc tasks and annual wheel tasks?

A task created directly in task management is an ad hoc task: it is not tied to the structured planning of the annual wheel. That suits work which arises on its own — an unplanned follow-up, an operational routine, a one-off compliance action, or something specific to your own team.

On the task board the two are easy to tell apart. Tasks that came from the annual wheel carry a dedicated icon, which links straight to the activity behind them, and a filter lets you show one type or the other.

A task showing the annual wheel icon and a tooltip explaining that some changes must be made on the activity

Note: On an ad hoc task, every field can be edited directly. On an annual wheel task, most details have to be changed on the activity instead.


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