How to assign a Task to the employees who are reporting to the logged in user ?

Category: Tasks

If we want to assign tasks to the reporting users, Profit.co provides an option to the Managers/ HRs where they can assign the task to the employees who report to them.

Note: Only SuperUsers can enable the toggle to assign the task to the logged in user

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Step 1:

Go to Settings → Tasks → Security.

Security

Under the category Restrict Task Assignment enable the option “Assign Task to employees reporting to the logged in user (logged in users' org)”.

Assign Task to employees reporting to the logged in user

Step 2:

If we create any new task , only the reporting employee’s name list will be displayed and only they can report to the task owner.

Apply

Note: This option is not applicable to workspace and boards only to tasks created under my tasks. Similarly in the category Restrict Task Assignment if the option “Assign Task to Anyone” was enabled all the employees name who won’t even report to the task owner will be reflecting.

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