{"id":4140,"date":"2025-11-12T12:34:12","date_gmt":"2025-11-12T12:34:12","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=4140"},"modified":"2025-11-12T10:16:08","modified_gmt":"2025-11-12T10:16:08","slug":"inline-tasks-create-and-manage-actions-in-one-place","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/inline-tasks-create-and-manage-actions-in-one-place\/","title":{"rendered":"Tasks Update: Create and Manage Actions in One Place"},"content":{"rendered":"<p data-start=\"367\" data-end=\"555\"><strong>With the latest update to our Tasks feature, you can now create and assign tasks directly within My.Drewberry, giving you a simple way to manage to-dos, reminders, and employee actions all in one place.<\/strong><\/p>\n<p data-start=\"557\" data-end=\"667\"><strong>It\u2019s an easy way to stay organised, collaborate with your team, and ensure nothing slips through the cracks.<\/strong><\/p>\n<hr data-start=\"669\" data-end=\"672\" \/>\n<h3 data-start=\"674\" data-end=\"705\">\ud83e\udd14 How do Tasks Work?<\/h3>\n<p data-start=\"706\" data-end=\"909\">This enhancement brings simple task management to the My.Drewberry platform. You can create, assign, and track tasks related to specific employees and benefits all from within the Admin Centre.<\/p>\n<p data-start=\"911\" data-end=\"1030\">Tasks automatically link to the area they were created from, helping you keep everything in context and easy to find.<\/p>\n<p data-start=\"911\" data-end=\"1030\"><strong>See it in action\u00a0\ud83d\udc47<\/strong><\/p>\n<div style=\"width: 699px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-4140-1\" width=\"699\" height=\"393\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/10\/Release-Create-and-Assign-Tasks.mp4?_=1\" \/><a href=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/10\/Release-Create-and-Assign-Tasks.mp4\">https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/10\/Release-Create-and-Assign-Tasks.mp4<\/a><\/video><\/div>\n<hr data-start=\"1032\" data-end=\"1035\" \/>\n<h3 data-start=\"1037\" data-end=\"1065\">\ud83d\udd13 How To Access Tasks<\/h3>\n<p data-start=\"1066\" data-end=\"1083\">To get started:<\/p>\n<ol data-start=\"1084\" data-end=\"1246\">\n<li data-start=\"1084\" data-end=\"1116\">\n<p data-start=\"1087\" data-end=\"1116\">Log in to <strong data-start=\"1097\" data-end=\"1113\">My.Drewberry<\/strong>.<\/p>\n<\/li>\n<li data-start=\"1117\" data-end=\"1198\">\n<p data-start=\"1120\" data-end=\"1198\">Head to the <strong data-start=\"1132\" data-end=\"1148\">Admin Centre<\/strong> by clicking your profile icon in the top right.<br \/>\n<img class=\"\" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Access-My.Drewberry-Admin-Screenshot.png\" width=\"716\" height=\"360\" \/><\/p>\n<\/li>\n<li data-start=\"1199\" data-end=\"1246\">\n<p data-start=\"1202\" data-end=\"1246\">From the left-hand menu, select <strong data-start=\"1234\" data-end=\"1243\">Tasks<\/strong>.<\/p>\n<\/li>\n<\/ol>\n<p data-start=\"1248\" data-end=\"1391\">Here, you\u2019ll see a list of <strong data-start=\"1275\" data-end=\"1283\">open<\/strong> and <strong data-start=\"1288\" data-end=\"1301\">completed<\/strong> tasks for your company. You can filter and manage everything from one central location.<\/p>\n<p data-start=\"1248\" data-end=\"1391\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4143 \" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-23-122259-1024x465.png\" alt=\"\" width=\"763\" height=\"334\" \/><\/p>\n<hr data-start=\"1393\" data-end=\"1396\" \/>\n<h3 data-start=\"1448\" data-end=\"1480\">\u2699\ufe0f Creating Tasks from the Employee Tab<\/h3>\n<p data-start=\"1444\" data-end=\"1543\">Tasks can be created directly from key areas of the platform, starting with the <strong data-start=\"1524\" data-end=\"1536\">Employee<\/strong> tab.<\/p>\n<ol data-start=\"1545\" data-end=\"2001\">\n<li data-start=\"1545\" data-end=\"1583\">\n<p data-start=\"1548\" data-end=\"1583\">Navigate to the <strong data-start=\"1564\" data-end=\"1576\">Employee<\/strong> tab.<\/p>\n<\/li>\n<li data-start=\"1584\" data-end=\"1623\">\n<p data-start=\"1587\" data-end=\"1623\">Scroll to <strong data-start=\"1597\" data-end=\"1620\">Outstanding Actions<\/strong>.<\/p>\n<\/li>\n<li data-start=\"1624\" data-end=\"1675\">\n<p data-start=\"1627\" data-end=\"1675\">Click <strong data-start=\"1633\" data-end=\"1648\">Create Task<\/strong> in the top right corner.<\/p>\n<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4145 \" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-23-122612-1024x466.png\" alt=\"\" width=\"750\" height=\"336\" \/><\/p>\n<p data-start=\"1679\" data-end=\"1778\">\u00a0 \u00a0 \u00a0 3. Find the employee the task relates to by typing in the search bar or selecting from the dropdown.<\/p>\n<p>\u00a0 \u00a0 \u00a0 4. Choose <strong data-start=\"1789\" data-end=\"1805\">Assign to Me<\/strong> or select another admin from your organisation.<\/p>\n<p data-start=\"1859\" data-end=\"1951\">\u00a0 \u00a0 \u00a0 \u00a05. Add a <strong data-start=\"1865\" data-end=\"1876\">Subject<\/strong>, <strong data-start=\"1878\" data-end=\"1893\">Description<\/strong>, <strong data-start=\"1895\" data-end=\"1907\">Due Date<\/strong>, and set a <strong data-start=\"1919\" data-end=\"1931\">Priority<\/strong> (Normal or High).<\/p>\n<p data-start=\"1859\" data-end=\"1951\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4146 \" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-23-122826-1024x463.png\" alt=\"\" width=\"743\" height=\"339\" \/><\/p>\n<p data-start=\"1955\" data-end=\"2001\">\u00a0 \u00a0 \u00a0 \u00a06. Click <strong data-start=\"1961\" data-end=\"1976\">Create Task<\/strong>, then confirm to save.<\/p>\n<p data-start=\"2003\" data-end=\"2135\">Use this section for employee-specific reminders. For example, chasing missing documentation or following up on onboarding steps.<\/p>\n<hr data-start=\"2137\" data-end=\"2140\" \/>\n<h3 data-start=\"1448\" data-end=\"1480\">\u2699\ufe0f Creating Tasks from the Benefits Tab<\/h3>\n<p data-start=\"2188\" data-end=\"2251\">You can also create tasks directly from the <strong data-start=\"2232\" data-end=\"2244\">Benefits<\/strong> tab.<\/p>\n<ol data-start=\"2253\" data-end=\"2389\">\n<li data-start=\"2253\" data-end=\"2285\">\n<p data-start=\"2256\" data-end=\"2285\">Go to the <strong data-start=\"2266\" data-end=\"2278\">Benefits<\/strong> tab.<\/p>\n<\/li>\n<li data-start=\"2286\" data-end=\"2325\">\n<p data-start=\"2289\" data-end=\"2325\">Scroll to <strong data-start=\"2299\" data-end=\"2322\">Outstanding Actions<\/strong>.<\/p>\n<\/li>\n<li data-start=\"2326\" data-end=\"2389\">\n<p data-start=\"2329\" data-end=\"2389\">Click <strong data-start=\"2335\" data-end=\"2350\">Create Task<\/strong> and follow the same steps as before.<\/p>\n<\/li>\n<\/ol>\n<p data-start=\"2391\" data-end=\"2535\">Any task created here will automatically link to the benefit it relates to, helping you manage actions tied to specific schemes or selections.<\/p>\n<hr data-start=\"2537\" data-end=\"2540\" \/>\n<h3 data-start=\"2542\" data-end=\"2577\">\ud83d\udcca Viewing and Tracking Tasks<\/h3>\n<p data-start=\"2578\" data-end=\"2636\">Once a task is created, it will automatically appear within the Admin Centre in:<\/p>\n<ul data-start=\"2637\" data-end=\"2861\">\n<li data-start=\"2637\" data-end=\"2713\">\n<p data-start=\"2639\" data-end=\"2713\">The Tasks tab &#8211; your central list of all open and completed actions.<\/p>\n<\/li>\n<li data-start=\"2714\" data-end=\"2777\">\n<p data-start=\"2716\" data-end=\"2777\">The Employee or Benefit record it was created from.<\/p>\n<\/li>\n<li data-start=\"2778\" data-end=\"2861\">\n<p data-start=\"2780\" data-end=\"2861\">The Payroll and Billing sections of the Reporting tab, if relevant.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2863\" data-end=\"2898\">From the <strong data-start=\"2872\" data-end=\"2881\">Tasks<\/strong> tab, you can:<\/p>\n<ul data-start=\"2899\" data-end=\"3145\">\n<li data-start=\"2899\" data-end=\"2954\">\n<p data-start=\"2901\" data-end=\"2954\">Filter to see what is open and due soon.<\/p>\n<\/li>\n<li data-start=\"2955\" data-end=\"3015\">\n<p data-start=\"2957\" data-end=\"3015\">Use the toggle in the top right to show completed tasks.<\/p>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4147 \" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-23-123159-1024x464.png\" alt=\"\" width=\"737\" height=\"343\" \/><\/p>\n<ul data-start=\"2899\" data-end=\"3145\">\n<li data-start=\"3016\" data-end=\"3086\">\n<p data-start=\"3018\" data-end=\"3086\">Spot <strong data-start=\"3023\" data-end=\"3040\">High Priority<\/strong> or <strong data-start=\"3044\" data-end=\"3055\">Overdue<\/strong> tasks through visual alerts.<\/p>\n<\/li>\n<li data-start=\"3087\" data-end=\"3145\">\n<p data-start=\"3089\" data-end=\"3145\">Change a task\u2019s status to <strong data-start=\"3115\" data-end=\"3128\">Completed<\/strong> when finished.<\/p>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4148 \" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-23-123305-1024x466.png\" alt=\"\" width=\"744\" height=\"351\" \/><\/p>\n<hr data-start=\"3147\" data-end=\"3150\" \/>\n<h3 data-start=\"2487\" data-end=\"2507\">\u2705\u00a0Why It Matters<\/h3>\n<p data-start=\"3183\" data-end=\"3335\">This update makes it easy to manage every action directly within My.Drewberry &#8211; improving visibility, accountability, and efficiency across your team.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the latest update to our Tasks feature, you can now create and assign tasks directly within My.Drewberry, giving you a simple way to manage to-dos, reminders, and employee actions all in one place. It\u2019s an easy way to stay organised, collaborate with your team, and ensure nothing slips through the cracks. \ud83e\udd14 How do &#8230;<\/p>\n","protected":false},"author":8,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","article-category":[145],"article-tag":[],"class_list":["post-4140","article","type-article","status-publish","format-standard","hentry","article-category-tasks"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/4140","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/comments?post=4140"}],"version-history":[{"count":9,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/4140\/revisions"}],"predecessor-version":[{"id":4174,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/4140\/revisions\/4174"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=4140"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=4140"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=4140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}