Task routing options

You can check any of the following options under the Task Routing Model section of the Team summary.

Managers can route work to members

Tasks 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 assigned to the team appear on the My Tasks page for each team member. Team members can then assign a task from the list to themselves.

Members can return team-assigned tasks back to the team

Members have the ability to return their tasks back to the team.

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

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, if you need a team where the manager can assign tasks to members, and members can return assigned tasks back to the unassigned queue select Managers can route work to members and Members can return team-assigned tasks back to the team. If you need a team where the manager can assign tasks to members, but members cannot return assigned tasks back to the unassigned queue, set only Managers can route work to members.