I want to be able to view my sales associates calendar workplan as a manager
L
Lee Griffin
I want to be able to view my sales associates calendar workplan as a manager
Shelby Parker
Thanks for posting this, Lee Griffin — really helpful feedback. To make sure we’re scoping the right manager view, can you share a bit more: do you need access to workplans for just your direct reports, your full store/team, or only certain associates? What’s the main goal for viewing their calendar workplan (coaching/follow-ups, coverage planning, confirming tasks are getting done, general oversight, etc.)? And when you say “view,” are you looking for a high-level schedule (time blocks/scheduled items) or do you also need the underlying task/notes/appointment details?