How can we help you?

Search our guides, or browse by category below.

Articles on: Sprwt Supprt

How do I see and manage the tasks of a single employee?


Open the employee (HR Tools > Employees > Employees > click the ID). Below the form, the Tasks card lists that employee's tasks with ID, Title, Creation Date, Description, Status and Actions. Click + Add New Task to create a task pre-scoped to this page, the pencil to edit, or the trash icon to delete. The + Add New Task button only appears for roles with the Edit Accounting Transactions permission. The card's list loads only when the account has the Proposals module (or the Catering module) enabled; in the current version this does not depend on a specific permission checkbox being ticked for the viewer's role. Tasks that were created here rather than from a proposal are best deleted from the standalone Employees Tasks page instead — the delete link on this card is built for proposal tasks and can misbehave for tasks that aren't linked to one.

Where to find it: /admin/employee/users