Solved

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

  • 24 June 2021
  • 2 replies
  • 86 views
dougmcbride79
Rank
Userlevel 6
Badge

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? 

icon

Best answer by sean21 24 June 2021, 20:01

View original

2 replies

sean21
Rank
Userlevel 4
Badge +1

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 
Sean Reeves | Practice Director - Solutions Architecture | Presales Leader
dougmcbride79
Rank
Userlevel 6
Badge

Thank you.  Great idea.

 

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved