Note: You must have Master user permissions on your profile in order to access the account settings and tasks setup.
To set up the undertakings task, follow the steps below:
From the home page click Menu (the three horizontal lines in the top left of the screen).
Click Account Settings then click Tasks Setup.
Click Undertakings.
Click Allow Undertaking task to be handled by then select supervisors, all module users or firm groups.
Under, Default users to notify, select which users to notify of any Undertaking module tasks.
Click Save.