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Track Team Tasks from Quick Actions

Summary

 The Team Tasks tab shows you tasks assigned to your reportees—such as reviews or training—which are currently active or overdue.

In this article

  • Before you begin
  •   Step 1: View team tasks
  •  Step 2: Open the full task module
  •  Frequently Asked Questions (FAQ)

Before you begin

 You must have permission to the Tasks module and be a manager with assigned reportees.

Step 1. View team tasks

  1. Click on the Team Tasks tab
  2. You will see:
    • Task title and due date
    • Colour-coded status (e.g. Overdue)
    • Employee assigned

Step 2. Open the full task module

    1. Click View All Tasks
    2. This takes you to the full Team Tasks module to manage task status, reassign, or review activity

    Frequently Asked Questions (FAQ)

    1. Can I mark a task complete from this widget?

    Yes, you can mark the team task as Complete by clicking on the action button.

    2 .What tasks are shown here?

    Primarily overdue or current tasks assigned to your team members.

     

    3. Why is a task coloured red or yellow?

    Red = Overdue, Yellow = Incomplete, helping you prioritise your attention.