Skip to main content

Onboarding Checklist: Setup Tasks Module

Set up Tasks related access and assign permissions to users

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

Did this answer your question?