Tasks for current users clients

This view will display tasks that are assigned to clients that have been linked to the current user within Main Details. The list of tasks here is not dependent on the staff member that the particular task may be assigned to.

For example, Staff Member Ian Davies is assigned to 5 clients within Main Details in Dataset 1.

• Client 1 has 2 active tasks assigned to Ian Davies.
• Client 2 has no active tasks.
• Client 3 has 1 active task assigned to staff member Jane Rogers.
• Client 4 has 1 active task assigned to staff member Trevor Barlow.
• Client 5 has 2 active tasks assigned to Ian Davies.

 

In this instance, selecting the view option Tasks for current users clients will show all of the tasks for clients 1, 3, 4 and 5 above.

The benefit of this view is that a staff member can check the progress of tasks for their particular clients even if they are not working on those tasks.

Note: Clients are assigned to staff members via the Product Tax tab of Main Details. You can check which clients are assigned to which staff members by selecting a name from the Staff Member drop down field at the top of the client list within Control Centre. This will then filter the list to only display clients assigned to that staff member.