Linking a Role to a Task

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โ€‹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.
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.
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Last modified 3mo ago
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