work plan changes
Z
Zach Olszewski
I would like to propose that work-plans can be shared with individuals within a group. I am personally a sales assistant for a sales person at my dealership and i would enjoy being able to see my Bosses work-plan so i can assist.
Shelby Parker
Thanks for sharing this, Zach Olszewski — totally hear you on how helpful it’d be as a sales assistant to have visibility into your boss’s work-plan so you can jump in and support. Quick couple questions so we understand the right sharing model: who should be able to share a work-plan with who (e.g., salesperson → assistant, manager → team, etc.)? And once it’s shared, do you just need view-only access, or should you be able to take actions too (mark tasks complete, add notes, update items on their behalf)? Lastly, would you want access to the full work-plan, or only specific parts (like items assigned to you or coming due soon)?