Create an ad hoc workplace task

task australia Updated Sep 10, 2026 2 min read create-adhoc-workplace-task.md
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Create an ad hoc task in Workplace Core for unplanned activities. For example, if you notice that something isn't clean in an area or want the area to be cleaned again, you can create an ad hoc workplace task to get the cleaning done immediately.

Before you begin

Role required: sn_wsd_core.admin or sn_wsd_core.workplace_manager

About this task

You can also access the workplace task form by navigating to Workplace Core > Workplace Tasks > Create New.

Procedure

  1. Navigate to All > Self-Service > Employee Center > Workplace services > Browse Workplace Services.

  2. Select Add a task.

  3. On the form, fill in the fields.

Field

 

Description

Workplace task type

 

Type of the workplace task. Select Ad-hoc Task.

Workplace location

 

Workplace location where the task should be performed.

Signature template

 

Task signature template to use for signing off on this task when it is completed.For more information, see Sign a completed workplace task.

State

 

State of the task.

Assignment group

 

User group assigned to the task.

Assigned to

 

User assigned to the task.

Vendor

 

Vendor whose employees should perform the task.

Short description

 

Brief description of the ad hoc task.

4. Select **Submit**.
  1. If you accessed the form from Workplace Service Portal, on the verification page, you can create another task or view this task record in a list.

    Option Action
    Create another task Select Add another task.
    View the task record in a list Select View all tasks.
  2. Add a checklist to the task to track the actions required to complete it.

    To add the checklist, open the task by navigating to Workplace Core > Workplace Tasks > All. For more information, see Create a workplace task checklist.

Result

The ad hoc task is added to the list of all tasks that you can view by navigating to Workplace Core > Workplace Tasks > All.

Parent Topic:Managing workplace tasks

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