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Task Privileges

Updated this week

Task permissions define what users can view and manage within the Tasks module. Administrators can configure these privileges under: Manage Permissions > Access Groups

There are two task related privileges.

Task Admin: Allows the Admins to view, create, edit, and delete all tasks, regardless of type or ownership

Manage Personal Tasks

  • Manage Team Tasks

  • Manage Workflow-Generated Tasks

  • Edit or delete tasks created by other users

Task User: Allows the user to view, create, and edit their own personal tasks and view team tasks they share.

Create personal tasks for self-organization

  • Edit or complete their own personal tasks

  • View tasks assigned to them (personal or team tasks)

  • Cannot edit or delete team tasks unless they are part of the team

  • Cannot delete workflow-generated tasks

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