As a manager, you need to know what your team is working on without constant check-ins. Recruiterflow's task visibility features give you real-time insight into your team's priorities, workload, and completion rates so you can lead effectively without micromanaging.
Why Team Task Visibility Matters
✅ See workload distribution: Identify who's overloaded and who has capacity
✅ Track accountability: Know what's getting done and what's slipping
✅ Make better decisions: Spot bottlenecks before they become problems
✅ Reduce meeting time: Skip the "What are you working on?" conversations
✅ Support your team: Jump in when someone needs help
Three Ways to Track Your Team's Tasks
1. Filter Tasks by Team Member (Tasks Table)
See exactly what each person is working on
2. Dashboard Widget (Assigned by Me View)
Quick overview of tasks you've delegated
3. Weekly Digest Email
Automatic summary of team performance
Let's explore each one.
Method 1: Filtering Tasks by Team Member
The Tasks table gives you full control over what you see.
View All Tasks for a Specific Team Member
Go to Tasks in the sidebar
Click the Filter icon
Select Assigned to from quick filters
Choose the team member's name
Click Apply
You'll see all their tasks: due today, upcoming, overdue, and completed.
Save Your Team Member Filters
Don't want to rebuild filters every time?
After applying a filter, click Save Segment
Name it (e.g., "Sarah's Tasks" or "Team Workload")
Access saved filters from the dropdown anytime
💡 Pro Tip: Create one saved filter per direct report for quick access.
View Multiple Team Members at Once
Need to see your entire team's workload?
Click Filter
Select Assigned to
Choose multiple team members
Apply the filter
Now you see all tasks across your team in one view.
Sort and Organize Team Tasks
Once filtered, you can sort by:
Due date: See what's most urgent
Priority: Focus on high-priority items
Task type: Group by calls, emails, to-dos
Click any column header to sort.
Method 2: Dashboard Widget for Delegated Tasks
The quickest way to see tasks you've assigned to others.
Set Up the Widget
Go to your Dashboard
Click Add Widget
Select Tasks
Choose "Tasks Assigned by Me to Others"
(Optional) Filter by task type or priority
Click Save
Using the Widget
Your widget shows four tabs:
Due Today: What your team needs to complete today
Upcoming: What's on their plate this week
Overdue: What they've missed
Completed: What they've finished
Click any tab to switch views.
Toggle Between Personal and Team Views
If you set up the widget with both views:
My Tasks: Your own to-dos
Assigned by Me: Tasks you've delegated
Use the view switcher at the top to toggle between them.
Understanding Team Task Status
Priority Levels
Tasks are color-coded by priority:
🔴 High: Critical, urgent
🟡 Medium: Important but not urgent
🟢 Low: Nice to have
⚪ None: No priority set
Use these to quickly identify what needs attention.
Best Practices for Managers
🎯 Start Your Week with a Review
Check the Tasks table every Monday. See who's overloaded, who has capacity, and where you can help.
📊 Use Filters to Spot Patterns
Notice one person has 10 overdue tasks? That's a signal they need support (or clearer priorities).
👥 Balance Workload Proactively
Use the "Assigned to" filter to compare task counts across team members. Redistribute if needed.
🔔 Don't Over-Assign
If someone already has 15 open tasks, adding more won't help. Quality over quantity.
✅ Celebrate Completions
Check the Completed tab weekly. Recognize your team's wins — it builds momentum.
💬 Use Task Notes for Context
When assigning tasks, add clear instructions in the Notes field. Your team will thank you.
⏰ Set Realistic Due Dates
Tasks with aggressive deadlines become overdue tasks. Give your team breathing room.
Assigning Tasks to Your Team
Create and Assign in One Step
Click + Create Task
Fill in task details (title, type, priority)
In Assigned to, select your team member(s)
Set a due date and reminder
Add notes if needed (instructions, context, links)
Click Create Task
Your team member gets notified immediately via email, Slack, or in-app.
[SCREENSHOT: Task creation form with Assigned to field highlighted]
Assign to Multiple People
Need to assign the same task to several people?
Select multiple names in Assigned to
RF creates individual tasks for each person
Everyone gets their own copy to complete independently
💡 Pro Tip: Use this for team-wide reminders (e.g., "Submit timesheets by Friday").
[SCREENSHOT: Multi-select Assigned to field]
Tracking Task Completion
View Completion Rates
Want to see how your team is performing?
Go to Tasks
Filter by Assigned to (your team)
Switch between tabs:
All Tasks: Total volume
Completed: What's done
Overdue: What's missed
[GIF: Switching between task status tabs to check completion]
Common Questions
Q: Can I see tasks assigned to my team by other managers?
A: No. You only see tasks you personally assigned. Other managers' delegated tasks remain private to them.
Q: Can I reassign a task from one team member to another?
A: Yes. Open the task, click Edit, change Assigned to, and save. The original assignee is removed, and the new person gets notified.
Q: Do team members know I'm tracking their tasks?
A: Tasks are transparent by design. If you assigned it, they know you can see it. This builds accountability, not surveillance.
Q: Can I bulk-reassign tasks?
A: Yes! Select multiple tasks in the Tasks table, click Bulk Update, choose Assigned to, and select the new team member.
Need More Help?
💬 Chat: Click the chat icon in the bottom-right to reach our support team
📧 Email: help@recruiterflow.com