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Team Tasks

Summary

The Team Task page for managers shows tasks assigned to their direct and indirect reportees. If a manager has permission to view indirect reportees, they will see tasks for both direct and indirect reportees. Without this permission, only tasks for direct reportees will be visible, and these will be for active and registered users.

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

  • Manager Permissions: Managers can view tasks for direct and indirect reportees based on their permissions.
  • Direct Reportees: Tasks for users who directly report to the manager will always be visible.
  • Indirect Reportees: If the manager has the necessary permissions, tasks for indirect reportees will also be visible.
  • Only tasks for active and registered users will appear on the Team Task page.

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

  1. With Permission to View Indirect Reportees:
    • If the manager has permission to view indirect reportees, they will see tasks for both direct and indirect reportees.
    • This provides a complete view of all tasks within the manager’s reporting hierarchy.
    • The manager will be able to view tasks for all direct and indirect reportees, along with details such as task name, status, due dates, and any updates related to those tasks.Accessing the Tasks:.

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, the Team Task page will only show tasks for direct reportees.
    • The manager will not see any tasks for indirect reportees, even if they are within the reporting structure.
  2. Access to Direct Reportees' Tasks:
    • The manager will still be able to access all tasks assigned to the direct reportees under their supervision. These tasks will be visible if the users are active and registered.

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 be displayed.
  2. Registered Users:
    • The Team Task page will only show tasks for registered users. If a user is not registered, their tasks will not appear for any manager.

Frequently Asked Questions (FAQ)

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

 Yes, if you have permission to view indirect reportees, you will see tasks for both direct and indirect reportees. If you do not have this permission, you will only see tasks for your direct reportees.
 

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

If you do not have permission to view indirect reportees, you will only see the tasks of direct reportees on the Team Task page. Indirect reportee tasks will not be visible.

3.  Can I view tasks for users who are inactive or unregistered?

No, the Team Task page only shows tasks for active and registered users. Inactive or unregistered users’ tasks will not be visible.
 

 

4.  How can I gain permission to see indirect reportees' tasks?

To view indirect reportees' tasks, you will need to request the necessary permissions from your system administrator or HR team.
 
 

5.  Will I be able to see tasks for other managers' reportees?

No, you can only see the tasks of direct and indirect reportees who report to you. You will not have access to tasks for reportees of other managers unless granted additional permissions.