Teams
On Settings → Teams, an admin or a lead gives each person a team role and says who they report to. Teams span all your companies.
- Lead: sees everything, and can work on, reassign or close any task, in any status.
- Manager: can do the same for tasks of the people who report to them (where one of them holds the step’s role, or prepared or reviewed it). A manager reassigns only to themselves or their own people.
- Staff: do the tasks, by their roles in Settings → Roles. Each reports to a manager or a lead.
A team role adds to someone’s access level in Users. Staff managers and admins keep their powers over every task. A team role needs access that includes close work.
Close a task outside its steps
- Open the task.
- Press Close task…, say why, and press Close task.
The task is signed off whatever its status. Your name, its status before and your reason go in its history and the audit log. Leads, the task’s team manager, staff managers and admins can do this.
Leave calendar
Close work → Leave calendar shows who is away each day. Plan your own leave with Plan leave; a manager can plan their team’s, and a lead, staff manager or admin anyone’s.
When a task falls due on a day that everyone who can take its next step is on leave (the preparer of a task not started or in progress, the reviewer of one in review, the approver of one awaiting approval), CloseDesk:
- brings its due date forward to the last working day before, when one of them is in. The task shows why, and so does My Workarea;
- tells the person they report to under Notifications in My Workarea, and by email when your support mailbox is set up. Without a manager, the leads are told; without leads, staff managers and admins.
Reassign the task to someone who is in, or cancel the leave, and the due date goes back.
Leave from your HCM
An admin can let your HCM send approved leave on Settings → HCM leave feed: add a feed, say where each field is in what your HCM sends, test it with a sample, and give the key to whoever sets up the HCM. Leave can be matched by work email or by the employee code on Settings → Teams. A cancelled status removes the leave.