Who Can See Which Tasks?
This article explains who can view tasks (activities) in MedicarePro and how visibility works for agencies, staff members, and agents.
How It Works
You can only see tasks that you are connected to. A task is visible to you if you are a participant on it — as the creator, the person it's assigned to, or a watcher.
If you are an agency, you can also see tasks that are assigned to your agency, your staff members, or your LOA agents.
What You Can See
You Are | Looking At | Can You See Their Tasks? |
|---|---|---|
Agency | Your own tasks | ✅ Yes — tasks you created, are assigned to, or are watching |
Agency | Tasks assigned to your agency | ✅ Yes |
Agency | Your staff member's tasks | ✅ Yes — tasks where your staff is the assignee |
Agency | Your LOA agent's tasks | ✅ Yes — tasks where your LOA agent is the assignee |
Agency | Non-LOA agent's tasks | ❌ No — only LOA agents' tasks are visible |
Agency | Sub-agency's tasks | ❌ No |
Agent | Your own tasks | ✅ Yes — tasks you created, are assigned to, or are watching |
Agent | Your agency's tasks | ❌ No — your agency can see your tasks, but you cannot see theirs (if they assigned you) |
Staff | Your own tasks | ✅ Yes — tasks you created, are assigned to, or are watching |
Filtering by View
When browsing your tasks, you can filter by how you're connected to them:
View | Shows |
|---|---|
Assigned to Me | Tasks where you are the assignee |
Created by Me | Tasks you created |
Watching | Tasks you've been added to as a watcher |
All | All tasks you have access to, regardless of your role |
Using the Assignee Filter
When you select a person from the assignee dropdown, the list will show only tasks where that person is specifically the assignee. Tasks they created but did not assign to themselves will not appear in this filtered view.
Frequently Asked Questions
Why can't I see my agent's tasks?
Only LOA agents' tasks are visible to agencies. If the agent is not under an LOA with your agency, their tasks will not appear when you filter by their name.
Why am I only seeing some of my staff member's tasks?
The assignee filter shows tasks where the staff member is the assignee. If they created tasks without assigning them to themselves, those tasks won't appear. Try the "All" view to see all tasks you have access to.
Can my agents see my tasks?
No. Visibility is one-way — you can see your (LOA) agents' and staff members' tasks, but they cannot see yours.