Reporting heads
Reporting heads map who reports to whom in your company. They live in Company settings › Reporting heads, beside departments and designations, and every part of the AI Office reads the same reporting line. Company owners and admins set them up; a reporting head who is not an admin sees My reportees, view-only.
A reporting head sees their reportees' tasks, schedules, meetings and boards — both Direct reportees and Indirect reportees, the teams of the people who report to them.
What a reporting head sees in projects
- Tasks — their reportees' open, overdue and completed tasks across rooms.
- Schedules and meetings — how each reportee's workday is planned.
- Boards — the milestones, sprints and boards their team is working on.
- Time — in company TimeTrack, the time of the people who report to them, grouped under who they report to. See Project TimeTrack.
Approvals in Agent workflows can also be routed by the reporting line — for example, to the requester's reporting head.
To set up reporting heads and add reportees, see Reporting heads in Company settings.