We are starting to implement the “Task” feature in Acumatica. Our sales team is beginning to set and use the “Task” feature in Acumatica for follow-up sales calls. When the primary salesperson is out sick, how can a substitute employees see the primary salesperson’s tasks and fill-in and perform the tasks for the sick employee?
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How can a substitute employee see "Tasks" of an absent employee?
Best answer by sean21
Instead of assigning the task directly to the employee, you can assign it to a specific workgroup. Just have both employees in the same workgroup.
- Create a workgroup in Company Tree (i.e., Sales Team)
- Add Primary Salesperson to the workgroup - make this person the owner
- Add Substitute to the workgroup
- In the Task, leave employee blank and assign to Sales Team
- The task should show up in “My Workgroup’s Tasks” for both employees
- The task should also show up in “My Tasks” for the primary salesperson (because they are the owner of the workgroup)--I think...not entirely sure about this part
+1Instead of assigning the task directly to the employee, you can assign it to a specific workgroup. Just have both employees in the same workgroup.
- Create a workgroup in Company Tree (i.e., Sales Team)
- Add Primary Salesperson to the workgroup - make this person the owner
- Add Substitute to the workgroup
- In the Task, leave employee blank and assign to Sales Team
- The task should show up in “My Workgroup’s Tasks” for both employees
- The task should also show up in “My Tasks” for the primary salesperson (because they are the owner of the workgroup)--I think...not entirely sure about this part
Sean Reeves | Practice Director | Business Consulting Leader
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