Checklist Security based on Category of Tasks/Teams — Cloud Customer Connect
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Checklist Security based on Category of Tasks/Teams

edited Sep 4, 2023 8:04PM in Journeys 4 comments

Content

Hi,

We have a requirement for Offboarding where we would like the Task Performers to view all of the tasks assigned to their team under Current Tasks.

For instance,  the task during the Offboarding process is for the IT team to provide their clearance. And the IT team is spread across multiple locations so they are assigned the task based on AOR. As a Task Performer, I should not only be able to see the task assigned to me but also the tasks assigned to my other IT team members.

This is to facilitate the scenarios where if the person is on unplanned leave someone else can close the task without having the need of someone reassigning it.

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