Tasks allocated to system roles

The screenshots on this page do not all reflect the new web version yet.

A task can be allocated to a specific user or to one of six system roles:

  • Team Member
  • Team Manager
  • Team Administration Support
  • Office Member
  • Office Manager
  • Office Administration Support

This brings together two relationships:

  1. The task is associated with the role:

    2. It is linked to an office/team through its case.

  2. Users have this role through their membership of the case's office/team (at the Employee List)

As an example, a task is associated with the role Office Administration Support. It will appear in the list of Tasks for every employee that has Admin Support checked at the Employee List for the case's office.

In diagrammatic form, the two relationships are brought together as follows:

Any employee who can see the task can take ownership of it. When this happens the task is no longer associated with the role, but directly with the person. This will happen automatically if an employee modifies the task in any way (e.g. marks it as complete).