Question

Forms task assignment

Updated July 27, 2018

asked on August 31, 2017

All of our workers are assigned to a team that consists of all the workers and the supervisor for a department. Some of our forms have tasks that are assigned to teams. The supervisor can review and manage all of the tasks assigned to the team.

However, some forms have tasks assigned directly to the worker and not the team. How can a supervisor review these tasks and manage the worker’s workload? We want the supervisor (team manager) to see all tasks assigned to the worker (team member) whether the task is assigned to the worker directly or via the team.

Thanks in advance.

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replied on August 31, 2017

You can make those supervisors Team Managers instead of Team Members then they can:

Manage day-to-day operations . .

Add/remove team members & managers . .

Create/assign roles to members . .

Monitor team's tasks & workload . .

Assign/modify due date & priority . .

Assign/reassign tasks to outside users

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replied on August 31, 2017

The supervisors are already set up as Team Managers.

Thanks,

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replied on July 27, 2018

Hi Bonnie,

You've likely found the answer by now, If not; try going to Team Options/ Task Visibility and select "Show team tasks to all team members".

Mechelle

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Forms task assignment

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