Viewing Pending Tasks for Staff Members

If you oversee multiple users and need to monitor their tasks, an administrator can assign you as the Manager for each relevant employee.

After logging in with your manager credentials, select Inbox. From the Inbox screen, navigate to the Staff Inbox tab. In the Staff Inbox field, use the drop-down menu to choose an employee you manage. The results will display each task’s status, the responsible role or user, due dates, and additional details. To review a pending task, click on its title. The folder window will open; note that the Active Task tab will be inaccessible unless you have the appropriate privileges to assign or work on tasks.

Select the Documents tab to view or add documents related to the task. Use the Notes tab to access or attach notes. The Workflow tab provides visibility into the current step in the workflow, while the Timeline tab displays a history of actions taken on the task.