How and why of setting up a Team

How and why of setting up a Team

Last update: Monday, Apr 14, 2025

You can add a manager by setting up Teams. You determine per team who the team members are and who the manager is.

There are 3 functionalities associated with this role:

  1. View - automatic after setting up teams

As manager you get one dashboard of your contracts and tasks team(s) view in a separate view.

  1. Editing contracts - automatically after setting up teams

As manager you can automatically edit your team's contracts, even if you are not linked as a manager at contract level.

  1. Escalation emails - no default setting

How to activate this?

  • In Settings: Below Application > Tasks check 'task escalation to manager'.

  • Per individual contract you must also be linked as a manager. 

Since manual action is needed at contract level, you can also choose only for certain contracts to provide an escalation email.

When will the email be sent?

  • Task status = not completed or pending

  • deadline + 1 day*

You will receive an escalation email at deadline + 1 day if the status of the task was not changed to completed. This standard timing of 1 day after the deadline may become customizable in the future.

*If you do not change the default setting of the automatic task, in practice you will still receive it 9 days before the actual deadline (cancellation date or end date in the absence of a cancellation date). 
You can find an overview of who receives which email and when this article.

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