Read about how you can add a checklist to a worker in Dynamics 365 Human Resources
Author: Malin Martnes
I have worked with different CRM systems for almost 10 years, and worked as a consultant with Dynamics CRM for 4 years.
Since march 2018 I have worked with Microsoft's new HR system, Dynamics 365 for Talent, and gained unique insight in the system and various HR processes.
In august 2018 I was the second in the world to pass the MB6-898 Dynamics 365 for Talent certification.
Task management: Onboarding/Offboarding/Transitions
Dropdown to choose task management In task management you have access to onboarding, offboarding and transitions. If you want to see the different tasks in the different areas you have to choose the right are in the dropdown below Task management. The default is onboarding. Onboarding, offboarding and transitions setup is exactly the same. After… Continue reading Task management: Onboarding/Offboarding/Transitions
Task management: Checklists
Read about checklists in task management in Dynamics 365 Human Resources
Task Management: Tasks
How to set up tasks in Dynamics 365 Human Resources
Task management: Task groups
Task groups A task group lets you classify related tasks together. When you add tasks to a checklist, you can filter the list of all tasks by Task group, for example HR tasks, Payroll tasks or IT tasks.Description in D365 HR Task groups are made to make it easier with reporting and defining the different… Continue reading Task management: Task groups
Malin Martnes 