Task routing options

When you edit a team, you can choose how tasks, approvals, and project requests are routed for that team. You can assign several different task routing options to teams and team members.

You can select any of the following options under the Task Routing Model section of the Team summary page:

  • Managers can route tasks to members

    Tasks that are assigned to the team appear on the team manager tasks page. The manager can then assign these tasks to team members.

  • Members can accept team-assigned tasks

    Tasks that are assigned to the team appear on the My Tasks page for each team member. Then, team members can assign a task from the list to themselves.

  • Members can return team-assigned tasks back to the team

    Members can return their tasks back to the team.

When you set up a team, you must select one or both of Managers can route tasks to members and Members can accept team-assigned tasks.

Note: To view team tasks, you must apply either the All My Team Tasks or All My Teams Unassigned Tasks filter from the Tasks list page.

The task routing options function independently, and you can choose any combination for the team. For example, you want the manager to be able to assign tasks to members and the members to be able to return assigned tasks back to the unassigned queue. Therefore, you select both Managers can route tasks to members and Members can return team-assigned tasks back to the team. If you want the manager to be able to assign tasks to members, but not allow the members to return assigned tasks back to the unassigned queue, select only Managers can route tasks to members.