Topics started by crow33

2 Discussions

C
Beginner
crow33Beginner
asked in Ask a Peer

Task assigned to someone else

Hello I’m looking for a best practice clearing my triage.  Tasks that are part of a recurring work and assigned to a colleague will come to me for questions.  I can’t assign it to myself, nor add to my week and end up keeping these questions in my triage until I can address them.  Is there a better way to handle this situation?   

5
max
Sr. Karbon Community Guide
1 year ago
C
Beginner
crow33Beginner
asked in Ask a Peer

Recon Approvals

What is the best practice to manage balance sheet recon work?  Process; Balance Sheet Recon is prepared by Staff, approved by a Manager -- both in house. Is this 1 task in the work that is assigned to the staff member, then reassigns to the manager and update the status to awaiting approval?Or two tasks so the staff member can mark each recon complete & the manager has to monitor the work to know what is ready to review?

3
Rebecca Williams
Sr. Karbon Community Guide
1 year ago

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