How can the user view all the associated tasks under the key result?
The assignee can now view the task that is assigned to them under their respective Key Results in Profit.co. In other words, the owner of the key result can view all the tasks that are associated with their KR. If a user creates a task under Key Result and assigns it to another employee, the task will not be seen under that Key Results from the assignee’s login. But, as the customers want to see all the tasks under the associated Key Result this feature has been implemented.
Note: Only super users can access Settings.
Navigate to Settings → Tasks → Security → Task Visibility from the left navigation panel.
Under the Tasks visibility section, enable the Key Result owner can see all associated tasks.
Note: By default, the toggle will be enabled.
You can assign Tasks to a key result via two ways.
- Create a task under a key result in the OKR list page
- Tasks→ My Tasks → Create a task, assign an owner Addison Putra and Associate the same KR
For Instance, Let’s say that the owner of the key result Maintain at least 75% Initial lead response time < 5 mins assigns a task via the KR overview page to the user Agnes Fakira
And he also assigns a task to a user Addison Putra and associates the key result Maintain at least 75% Initial lead response time < 5 mins.
Now the assigned tasks can be viewed under the particular key result.
- If the toggle is enabled, the Key Result owner can see all the associated tasks
- If the toggle is disabled, the Key Result owner can see only those tasks that are assigned to them