Tasks in Proplanum are obligations and messages assigned to employees — they let you plan work, pass on information and control completion in one place.

What the Tasks module makes possible

• creating and assigning tasks and information,
• monitoring completion through statuses,
• viewing the details, stages and history of a task,
• access from a browser and from the mobile app.

Who creates and who monitors

• the Organisation Administrator, the Location Manager and the Manager create tasks and assign them to employees,
• an Employee can only create a task for themselves,
• an Advisor can view the list but does not create tasks.

The completion status is changed by the assigned employee and by supervisors.

Related

• Task kinds and creating tasks
• Changing the status of tasks

Updated on: 09/08/2026