A manager will receive a task for updates in two scenarios:
- The manager has a new direct report
- A direct report has submitted an update
Set Up Updates with Your New Direct Report
Managers will receive a task when a new hire joins the team as a new direct report. This task will prompt managers to set up updates with their new report. This notification is dismissible, meaning you can dismiss the task without completing the action.
When a manager selects this task, they will be taken into a modal where they can set up the questions and settings for their new hire. To learn more about customizations in Updates, check out Setting Up Updates as a Manager!
Review an Update
Once an employee has submitted their update, the manager will get a task in Lattice titled "Review an update." This task prompts managers to interact with their report's submitted update. Like the prior task for updates, this task is also dismissible.
Once you select Review update, it will open a modal where you're able to review the update.