You can display all tasks of one or more company in the task overview in edoc workplace.
To be able to display all tasks for one or more companies, you must be a member of the administrative group for these companies. Your administrator defines the administrative group for displaying all tasks for a company.
The All tasks of my companies function is only displayed in the ribbon if you are a member of at least one group that has been defined as an administrative group for one or more companies.
Things to know
The permission to display all tasks of a company in the task overview is not inherited if you are represented by another person or group. Your deputy must be a member of the administrative group for the respective companies in order to be able to display all the companies' tasks. If you have any questions, please contact your administrator.
Suppose you want to display all active tasks of your companies.
Here's how
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Open the task overview in edoc workplace.
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Click on All tasks of my companies in the ribbon to display all tasks of your companies.
If your group has been defined as an administrative group for several companies, all tasks for the respective companies are displayed with All tasks of my companies. If you are a member of several administrative groups for different companies, you will see all the tasks for these companies.
You can edit the invoices if your group has the relevant permissions. Contact your administrator if you have any questions about permissions.
See also