What the team Manager needs to know

  • Manager's view of team activity

    The manager sees beyond the possibilities of the views on the absence of the User role to the all events of his team membersIn the calendarreports and also in the user cards under the Activity overview tabThe manager approves or cancels absence events.

    When an event subject to approval is entered, the manager receives an email notification. The event can be approved directly from the notification, on the Dashboard or from the Approvals. In this section, the manager will also see a note on the activity if the user entered it when recording the activity.

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    Team reports are the same as individual reports. The only difference is that the manager can see the activity data of all his subordinates. You can get a view of them by turning it on report_button in the right corner above the report.

     

    A detailed overview of the activities reports can be found here.

  • Reporting of activities for clients and projects

    Summaries of all recorded activities and work for your clients are at your fingertips at any time. Just go to the Reports & Exports section and open the Overview of activities report under the Activities tab. 

    Then click Columns in the right sidebar and create a simple contingency table where you can drag and drop items into the Row groups:

    • Client
    • Project
    • Activity Name

    and you may drag an item into the Values:

    • Duration  

    This will allow you to group all activities recorded for individual clients and projects into logical units. At the same time, you can also easily see how much work all your team members have done on a particular project or client.

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  • Activity approvals by a team manager

    The team manager sees all the events of his team members. In the calendar, reports and individual user tabs in the Activity Overview tab.

    The manager approves or refuses activity events.

    When an event subject to approval is entered, the manager receives an email notification.

    The event can be approved directly from the notification, on the Dashboard, or from the Approvals tab.

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    The activity reports are the same in appearance as the individual ones. The only difference is that the manager can see the activity data of all his subordinates.

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