This function manages the tasks of users who report to you. The reporting hierarchy is set up using the FlowWright Organization Structure.  

Create an Organizational Structure.

To create an organizational structure, navigate to the Administration - User Management - Organization Structure page. 

The Organization Structure page opens in a new tab, showing the existing hierarchy as a tree diagram. 

Select the Actions - Create menu to add a hierarchy. 

View the organizational structure. 

Select the organization root and choose the View - Render menu option. 

The organization structure is displayed on a new page, as shown in the example below. 

You can use the dropdown list to select the user (manager) or a branch and view the specific organization structure, as shown in the example below.  

Export organizational structure. 

Select the organization root and choose the Export - XML menu option. The XML file is generated and downloaded to the local folder.  

The XML content of the organization structure is provided here for reference. 

Import organizational structure. 

Select the organization root and choose the Import - XML menu option. 

Choose the XML file from the local folder. Enable the checkbox to overwrite the existing hierarchy. Click the Import button. 

The organization structure is imported, and a confirmation message appears in the top-right corner. 

Remove organizational structure. 

Select the organization structure and right-click to open the context menu. Then choose the “Remove All” option. 

A pop-up window appears for confirmation. Check the box to delete all organization structure data. Click the OK button. 

The organizational structure has been removed, and a confirmation message appears in the top-right corner. 

Create organizational structure. 

Select the Actions - Create menu to add a hierarchy. 

You can also select the organization, right-click to see the context menu, and choose the “Add” option. 

A pop-up window is displayed for configuration. The root manager remains as “Organization,” and you need to select the branches, divisions, or top-level users from the dropdown list.  Click the “Map”' button to confirm. 

The user is linked to the organization as a structural element, and a confirmation message appears in the top-right corner. 

You can select multiple users by checking their boxes in the drop-down list. 

The organizational structure can be designed as illustrated in the example below. 

Create a delegation to Users.

Select the organization user (manager), right-click to open the context menu, and choose the “Add” option. 

You need to identify and select multiple users from the drop-down list who are delegated to the user (manager). Click the “Map” button to confirm.  

The user delegations are linked to the user (manager), and a confirmation message appears in the top-right corner. 

Remove a delegated user mapping. 

Select the user (manager) to view the delegated users. Then, select the delegated user, right-click to open the context menu, and choose the “Remove" option. 

A pop-up window is displayed for confirmation. Click the OK button. 

The delegated user mapping has been removed, and a confirmation message appears in the top-right corner. 

My Team Tasks.

To see your delegates' tasks, go to the Engage - Tasks - My Team Tasks page. 

The My Team Tasks page opens in a new tab. You can use the drop-down menu to select the User whose tasks you want to view, if you prefer. By default, all team tasks (your reportees' tasks) are listed as incomplete in the table. You can also use the Search box to narrow down the list if you'd like. 

You can narrow the list by choosing Top-Level Tasks, manager-only tasks, or specific User tasks from the drop-down menu. 

You can select to view the “Top Level Tasks”.

You can select and view delegate-specific tasks. 

On my Teams page, select the View - Render My Team menu option to see the team's hierarchy list. 

The team's reporting hierarchy is displayed on a new page. 

Note: By default, the user at the top (refer to the org chart) has privileges to open and close tasks assigned to team members, reporting through many sub-levels.