My Team - Create To Do

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
MyTeam To Do's - Manage Grant's access for manager (or others depending on constraints) to view "to do" tasks for their team and also create new to do's and manage progress on behalf of the user. This permission can be constrained by OU, User's OU, User's Direct Reports, User, and User Self and Subordinates. The permission constraints determine for which users the Create To Do's action link and To Do's section is available when viewing a user in My Team. Note: By design, for any My Team permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role. Note: If the user's permission is also constrained by User Self and Subordinates, then this overrides the User's Direct Reports constraint. Performance

To modify a To Do for one of your direct reports:

  1. Click the My Team tab.
  2. On the left, you will see your ID card as well as the ID cards of your direct reports. Click the ID card of the appropriate direct report.
  3. In the module to the right, select the Activities tab and then click the Current sub link.
  4. Click the Action drop-down list and select Create To Do's.

  5. Enter the following information for the To Do:
    • Title (required field)
    • Description
    • Progress
    • Due Date
  6. Click Save.