How can I see the tasks assigned to my team?

The “Assigned to my team” tab in the Tasks module allows managers to easily view and manage tasks assigned to their direct reports. This includes tasks assigned by you as their manager or by other colleagues in the organization.

This feature helps streamline task tracking, improve visibility, and support better collaboration within teams. The steps below explain how to access and use this view effectively.

Once you're logged in, locate and select the "Tasks" module from the main navigation menu. This will take you to the default view of your tasks titled "Assigned to me."

In the Tasks module, you'll notice a new tab labeled "Assigned to my team." Click on this tab to access the tasks that are specifically assigned to your direct reports.

When you open the “Assigned to my team” tab, you’ll see a list of all tasks assigned to your team members. This includes tasks assigned by you as their manager, as well as those assigned by other colleagues within the organization.

This view also includes tasks belonging to your Focus People, those with whom you have a dotted-line relationship, even if they are not your direct reports.

To tailor your view, you can sort and filter the list based on different criteria. Use sorting options to arrange tasks by due date, labels, or other attributes. You can also apply filters to narrow the view to specific team members or task types for easier tracking. Additionally, you can filter completed tasks or search a task using keywords.

Use Case 1: Managerial oversight

A manager wants to track what tasks their direct reports are working on (whether assigned by them or others). They can go to the Tasks module and click the “Assigned to my team” tab to see all tasks delegated to team members, giving them visibility into workload and progress. This enables them to spot bottlenecks or reassign tasks as needed.

Use Case 2: Cross-functional visibility

In organizations where tasks are assigned across teams, a manager might receive tasks assigned to their team by colleagues outside their direct chain of command. The “Assigned to my team” tab includes tasks given by others in the organization, so managers can monitor and respond to cross-team dependencies.

Use Case 3: Oversight for dotted-line relationships

Sometimes a manager has a dotted-line (indirect) relationship with certain team members (e.g. in a matrix structure). With the updated feature, tasks assigned to Focus People in such relationships also appear under “Assigned to my team,” allowing managers to maintain oversight even when they are not the direct line manager.