Kindly provide the upload of tasks option, so that in excel we create all the tasks with the specific RM, so that at one go all the tasks are created.
1 Votes
2 Comments
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Suresh P Vithlaniposted
13 days ago
Expanding task allocation beyond Relationship Managers (RMs) is smart, but it does come with a few wrinkles to iron out. Here are some potential challenges to consider:
⚠️ Potential Challenges
1. Role Clarity and OverlapIf multiple roles can be assigned tasks, there’s a risk of blurred boundaries.
Back office staff might receive tasks meant for RMs, or vice versa, unless roles are clearly defined.
2. Access Control and PermissionsDifferent roles may require different levels of access to client data or systems.
Improper configuration could lead to sensitive information being exposed to unintended users.
3. Workflow ComplexityMore roles mean more branching logic in task assignment workflows.
This could increase the complexity of automation rules, notifications, and escalation paths.
4. Accountability TrackingWith tasks spread across roles, tracking ownership and accountability becomes trickier.
You’d need robust audit trails and reporting to ensure transparency.
5. Training and OnboardingNew roles may need training on how to handle tasks within the system.
Misunderstanding task expectations could lead to delays or errors.
6. System ScalabilityThe platform or tool must support dynamic role-based task assignment.
If it’s hardcoded for RMs, retrofitting it could require significant development effort.✅ How to Mitigate TheseImplement role-based task templates with clear scopes.
Use permission tiers to control access smartly.
Build dashboards that show task ownership and progress by role.
Provide training modules tailored to each role’s responsibilities.
0 Votes
Suresh P Vithlaniposted
13 days ago
I have a very practical and well-reasoned suggestion
Kindly provide the upload of tasks option, so that in excel we create all the tasks with the specific RM, so that at one go all the tasks are created.
1 Votes
2 Comments
Suresh P Vithlani posted 13 days ago
Expanding task allocation beyond Relationship Managers (RMs) is smart, but it does come with a few wrinkles to iron out. Here are some potential challenges to consider:
⚠️ Potential Challenges
1. Role Clarity and OverlapIf multiple roles can be assigned tasks, there’s a risk of blurred boundaries. Back office staff might receive tasks meant for RMs, or vice versa, unless roles are clearly defined.
2. Access Control and PermissionsDifferent roles may require different levels of access to client data or systems. Improper configuration could lead to sensitive information being exposed to unintended users.
3. Workflow ComplexityMore roles mean more branching logic in task assignment workflows. This could increase the complexity of automation rules, notifications, and escalation paths.
4. Accountability TrackingWith tasks spread across roles, tracking ownership and accountability becomes trickier. You’d need robust audit trails and reporting to ensure transparency.
5. Training and OnboardingNew roles may need training on how to handle tasks within the system. Misunderstanding task expectations could lead to delays or errors.
6. System ScalabilityThe platform or tool must support dynamic role-based task assignment. If it’s hardcoded for RMs, retrofitting it could require significant development effort.✅ How to Mitigate TheseImplement role-based task templates with clear scopes. Use permission tiers to control access smartly. Build dashboards that show task ownership and progress by role. Provide training modules tailored to each role’s responsibilities.
0 Votes
Suresh P Vithlani posted 13 days ago
I have a very practical and well-reasoned suggestion
0 Votes
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