Task assigner: Difference between revisions
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Task assigners can be: | Task assigners can be: | ||
*employees within an account | *employees [[Employees |employees]] within an account | ||
*clients with access to an account | *[[External users |clients with access to an account]] | ||
*contacts without access to an account | *[[Contacts |contacts]] without access to an account | ||
Assigners can be selected from a list of all employees and contacts: | Assigners can be selected from a list of all employees and contacts: | ||
https://s.pfx.so/pf/tT/oRlwal.png | |||
==Assigner privileges== | ==Assigner privileges== | ||
*editing and deleting tasks | |||
editing and deleting tasks | *modifying task status and dates | ||
modifying task status and dates | *modifying task assignees | ||
modifying task assignees | *viewing and adding task comments | ||
viewing and adding task comments | |||
==Go To== | == Go To == | ||
*[[Tasks]] | |||
*[[How to I create a new task?]] | |||
*[[Feature Description]] |
Latest revision as of 13:00, 8 January 2024
Every task task in Planfix has an Assigner — the person who created it.
Task assigners can be:
- employees employees within an account
- clients with access to an account
- contacts without access to an account
Assigners can be selected from a list of all employees and contacts:
Assigner privileges
- editing and deleting tasks
- modifying task status and dates
- modifying task assignees
- viewing and adding task comments