How to work with the task overview for a manager?
Pavel Krkoška avatar
Written by Pavel Krkoška
Updated over a week ago

In the menu "My name"->Overviews -> Tasks, you as a manager have an overview of all tasks across the office. An advanced filter allows you to easily search for specific tasks, e.g. by responsible person, client/case or task status.

You can export tasks, add new tasks, verify the detail of a task, approve it or return it for rework.

Following states are possible for tasks to be in:

  1. Pending (no underlining) - pending, deadline in the future

  2. Pending (in red underlining) - pending, deadline has expired

  3. Done, not yet approved - task is done and awaiting approval (or can be returned for rework)

  4. Done and approved - the task is already completed and approved

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