Access to task templates

From Planfix
Revision as of 22:26, 12 August 2020 by SliZzzZ (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

By default, only the creator of a task template has access to it. In order for other users to be able to create tasks using this template, they must be given access to it. To do this, open the "Permissions" tab in the template. In this tab, the current permissions for this template are displayed for different user categories:


6ICa1n.png


This is also where you can change access. A template's creator can change who has access to it, as well as the creator's manager and the account administrator.


Go To