Frontline Portal - Managing task visibility with the role type filter
Updated
by
Leigh Hutchens
The Role type visibility filter allows managers to control task visibility by limiting which roles can view tasks assigned to specific groups or stores, reducing unnecessary information for employees. It can be applied to an imported list of stores, and multiple roles can be selected for task visibility. Once sent, tasks will appear in the selected role's Overview and can be forwarded or completed as needed.
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 view only their tasks.
- It 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.
You can also use an imported list.
- Select the audience e.g., stores.
- Confirm the recipients.
- Select roles using a new role type visibility filter (e.g., Store Manager).
You can select multiple roles.
- The selected roles will appear in the field, and a summary statement will show in the Final checks section. If you're happy with your selection, set the audience.
- Click Send now.
- The 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.
- The recipient receives forwarded task. It will be visible in their overview, assigned to me, and all collection.
- The recipient can then complete the task.
Read more about Frontline Portal - Working with visibility options.
