Assign task ownership at the app area level - now available!
Admins/AOs can now set owners (which could be individual users or groups of users) for the following app areas: Accounts, Deposit Reconciliation, Monitoring, FinCEN, and Core Data. The task owners will receive all related notifications for tasks within these areas (auto-generated only), and be listed as the assignee(s) within the Task table.
Visit Users > Ownership to enable the toggles and choose owners.
First, toggle the area to "ON", then you will be prompted to choose the owner. Users/groups may be grayed out in the list if they do not have the appropriate permissions to complete the tasks for that area. In that case, you will have to update their permissions by adding them to the appropriate group. See this article for more about permissions.
If these toggles are left "OFF", the system will default to the original permission-based assignments, meaning these tasks will be sent to whoever has the correct permissions according to their group assignments. This ultimately means leaving toggles off will allow everything to stay "as is" within your org as far as task assignments go.
Upon archiving an FI user (or removing the last user within a group), the system will check and see if they are a task owner. In this case, you'll be alerted that the task area they were responsible for will be reset to "OFF" and you will need to choose a new owner to receive related tasks. This check is to make sure nothing slips through the cracks upon archiving users from Green Check.
Task Owner Responsibilities - this article describes the responsibilities of a task owner. Upon setting an app area owner, an email gets sent to the users or groups and links to this article so they have a good understanding of what it means for them.
Task Training Webinar - this webinar was conducted Tuesday May 7th and is a refresher on the Tasks feature and also introduces the new task ownership toggles.
