Web App


Roles are often linked to an Assignee field on the Tasks form. This means that when someone who has been assigned a role goes to the Tasks module, they are able to filter the tasks list to My Items. This will display only tasks assigned to their role. 

Note: If something is assigned to you or your role, you will get a notification. If you are currently logged into your Incident Management account, the notification will pop up on screen. If you are not logged in, you will receive an email notification. 
To link a role to a task you need to add a relationship field to both your Tasks form and to your Personnel Roles form in templates.