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How can a substitute employee see "Tasks" of an absent employee?


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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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Best answer by sean21 24 June 2021, 20:01

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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 
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Thank you.  Great idea.

 

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