Skip to content
Log in
  • There are no suggestions because the search field is empty.

Indirect Reportees (Team task)

Summary

When a manager has Team Task permissions and the necessary permission to view indirect reportees, they can see and manage tasks for both direct and indirect reportees on the Team Task page. Without the permission to view indirect reportees, only tasks for direct reportees will be visible.

In this article

  •  Before you begin
  • Step 1: Viewing Tasks for Direct and Indirect Reportees (With Permissions)
  • Step 2: Viewing Only Direct Reportees' Tasks (Without Permissions)
  • Step 3: Visibility of Tasks for Active and Registered Users
  • Frequently Asked Questions (FAQ)

Before you begin

  • Team Task Permissions: Managers must have Team Task permissions to access and manage tasks on the Team Task page.
  • Indirect Reportees Permission: Managers need specific permissions to view indirect reportees' tasks. If this permission is granted, they will be able to view and manage tasks for both direct and indirect reportees.

Step 1: Viewing Tasks for Direct and Indirect Reportees (With Permissions)

  1. With Permission to View Indirect Reportees:
    • If the manager has the appropriate permissions to view indirect reportees, they will be able to see tasks for both direct and indirect reportees on the Team Task page.
    • This gives managers a full view of all tasks assigned to users in their reporting hierarchy, including those who report indirectly to them.
  2. Viewing Tasks:
    • Both direct and indirect reportees’ tasks will be displayed under their names, including tasks with various statuses such as Overdue, Incomplete, and Completed.
  3. Task Management:
    • The manager can perform actions on tasks (view, edit, mark complete) for both direct and indirect reportees if they have the necessary permissions.

Step 2: Viewing Only Direct Reportees' Tasks (Without Permissions)

  1. Without Permission to View Indirect Reportees:
    • If the manager does not have permission to view indirect reportees' tasks, they will only see tasks for their direct reportees on the Team Task page.
    • Indirect reportees’ tasks will not be visible, even if they are part of the manager’s reporting hierarchy.
  2. Access to Direct Reportees' Tasks:
    • The manager will still be able to view and manage tasks for all direct reportees within their team, with all tasks categorized by their current status.

Step 3: Visibility of Tasks for Active and Registered Users

  1. Active Users:
    • Only tasks for active users will be visible. If a user is inactive or has left the platform, their tasks will not appear on the Team Task page.
  2. Registered Users:
    • The Team Task page will only display tasks for registered users. Unregistered users’ tasks will not be visible to any manager.

Frequently Asked Questions (FAQ)

1. Can I see both direct and indirect reportees' tasks?

Yes, if you have permission to view indirect reportees, you will be able to see and manage tasks for both direct and indirect reportees on the Team Task page.
 

2 .  What happens if I don’t have permission to view indirect reportees?

 If you don’t have permission to view indirect reportees, you will only see the tasks of direct reportees. Indirect reportees' tasks will not be visible to you.

3.  How do I get permission to view indirect reportees' tasks?

To access indirect reportees' tasks, you need to request permission from your system administrator or HR team to ensure the necessary permissions are granted.
 

 

4.  Can I see all tasks for active and registered users, including indirect reportees?

Yes, once you have permission to view indirect reportees, you will be able to see all tasks for active and registered users, regardless of whether they are direct or indirect reportees.
 
 

5.  Can I see tasks for other managers’ reportees?

No, you will only be able to see tasks for your direct and indirect reportees. You will not have access to tasks for reportees of other managers unless granted additional permissions.
 

This article explains how managers with Team Task permissions can view and manage tasks for both direct and indirect reportees based on their access rights. Let me know if you need further clarification or have any other questions!