Frontline Portal - Managing task visibility with the role type filter
Role type visibility filter
You can now further limit the visibility of tasks distributed by group/ group type to particular roles.
This feature:
- Allows managers to manage the distribution of tasks within their stores.
- Reduces information for store associates/ employees to only view their tasks.
- Can be applied to an imported store list, i.e., import a list of stores and limit visibility by role.
You can use these steps to use the updated visibility filter:
- Create a new task.
- Select the audience using one of the group type selection methods.
- Select audience e.g. stores.
- Confirm recipients.
- Select roles using new role type visibility filter (e.g. Store Manager).
- Selected roles will appear in field and a summary statement will show in the Final checks section. If happy with your selection, set audience.
- Send task.
- Sent task will be visible in your overview, sent, and all collections.
- Selected role (e.g. Store Manager) will receive the task. It will be visible in their overview, to be assigned, and all collections.
- Selected role (e.g. Store Manager) can then choose to forward the task.
- Forwarded task is then visible in the forwarder’s overview and all collections.
- Recipient receives forwarded task. It will be visible in their overview, assigned to me, and all collection.
- Recipient can then complete task.